GPS Wealth Strategies Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

GPS Wealth Strategies Group’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
2023 Q4	–	Sell	-209	Closed	-$9.2K	–	1279
2023 Q3	$9.2K	Hold	209	–	–	﹤0.01%	853
2023 Q2	$9.36K	Hold	209	–	–	﹤0.01%	859
2023 Q1	$9.36K	Buy	+209	New	+$9.27K	﹤0.01%	853
2022 Q4	–	Sell	-209	Closed	-$9K	–	558
2022 Q3	$9K	Hold	209	–	–	﹤0.01%	784
2022 Q2	$9K	Hold	209	–	–	﹤0.01%	785
2022 Q1	$10K	Buy	+209	New	+$10.3K	﹤0.01%	724

Other funds holding HYDB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IAS

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

CPG

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CCWM

Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

GPS Wealth Strategies Group's HYDB Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2023, closing a stake of 209 shares — an estimated $9.2K sold.

GPS Wealth Strategies Group first reported a position in HYDB in Q1 2022 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 123 funds tracked by Wall St. Rank hold HYDB as of Q4 2023.

GPS Wealth Strategies Group reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 209 iShares High Yield Systematic Bond ETF shares in Q4 2023, an estimated $9.2K.
GPS Wealth Strategies Group first reported a position in iShares High Yield Systematic Bond ETF in Q1 2022 and held it in 6 quarters.
GPS Wealth Strategies Group's iShares High Yield Systematic Bond ETF position peaked at $10K in Q1 2022.
123 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.