FFN
HYDB icon

Focus Financial Network’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Focus Financial Network’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
Q3 		– Sell
-4,652
Closed -$218K – 683
2024
Q2 		$218K Buy
4,652
+83
+2% +$3.84K 0.01% 613
2024
Q1 		$209K Buy
+4,569
New +$212K 0.01% 590

Other funds holding HYDB

WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Financial Network's HYDB Position: Q3 2024 in Review

Focus Financial Network sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2024, closing a stake of 4,652 shares — an estimated $218K sold.

Focus Financial Network first reported a position in HYDB in Q1 2024 and held it in 2 quarters. The position peaked at $218K in Q2 2024. 144 funds tracked by Wall St. Rank hold HYDB as of Q3 2024.

  • Focus Financial Network reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Focus Financial Network sold 4,652 iShares High Yield Systematic Bond ETF shares in Q3 2024, an estimated $218K.
  • Focus Financial Network first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and held it in 2 quarters.
  • Focus Financial Network's iShares High Yield Systematic Bond ETF position peaked at $218K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2024.

Based on Focus Financial Network's 13F filing for Q3 2024, filed 28 Oct 2024.