FinTrust Capital Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

FinTrust Capital 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 Q1	–	Sell	-210	Closed	-$9.7K	–	1289
2023 Q4	$9.7K	Buy	+210	New	+$9.37K	﹤0.01%	834
2021 Q4	–	Sell	-303	Closed	-$16K	–	1218
2021 Q3	$16K	Sell	303 -60	-17%	-$3.11K	﹤0.01%	789
2021 Q2	$19K	Hold	363	–	–	0.01%	772
2021 Q1	$19K	Hold	363	–	–	0.01%	731
2020 Q4	$19K	Hold	363	–	–	0.01%	686
2020 Q3	$18	Hold	363	–	–	﹤0.01%	675
2020 Q2	$17K	Hold	363	–	–	0.01%	652
2020 Q1	$16K	Hold	363	–	–	0.01%	671
2019 Q4	$18K	Hold	363	–	–	0.01%	656
2019 Q3	$18K	Hold	363	–	–	0.01%	669
2019 Q2	$18K	Hold	363	–	–	0.01%	629
2019 Q1	$18K	Hold	363	–	–	0.01%	632
2018 Q4	$17K	Buy	+363	New	+$17.4K	0.01%	642

Other funds holding HYDB

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return