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FFG Retirement Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

FFG Retirement Advisors’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,925
Closed -$978K – 48
2024
Q1 		$978K Buy
20,925
+2,096
+11% +$97.1K 0.69% 38
2023
Q4 		$870K Buy
+18,829
New +$840K 0.67% 35

Other funds holding HYDB

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

FFG Retirement Advisors's HYDB Position: Q2 2024 in Review

FFG Retirement Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2024, closing a stake of 20,925 shares — an estimated $978K sold.

FFG Retirement Advisors first reported a position in HYDB in Q4 2023 and held it in 2 quarters. The position peaked at $978K in Q1 2024. 146 funds tracked by Wall St. Rank hold HYDB as of Q2 2024.

  • FFG Retirement Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • FFG Retirement Advisors sold 20,925 iShares High Yield Systematic Bond ETF shares in Q2 2024, an estimated $978K.
  • FFG Retirement Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 2 quarters.
  • FFG Retirement Advisors's iShares High Yield Systematic Bond ETF position peaked at $978K in Q1 2024.
  • 146 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2024.

Based on FFG Retirement Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.