Lee Financial Group Hawaii’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Lee Financial Group Hawaii’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 Q2	–	Sell	-11,449	Closed	-$511K	–	31
2023 Q1	$511K	Sell	11,449 -473	-4%	-$21K	0.53%	18
2022 Q4	$519K	Buy	11,922 +408	+4%	+$17.8K	0.51%	19
2022 Q3	$490K	Buy	11,514 +885	+8%	+$39.6K	0.39%	22
2022 Q2	$462K	Buy	10,629 +1,379	+15%	+$63.7K	0.45%	21
2022 Q1	$451K	Buy	9,250 +1,055	+13%	+$52.2K	0.31%	31
2021 Q4	$421K	Sell	8,195 -263	-3%	-$13.5K	0.31%	30
2021 Q3	$438K	Buy	8,458 +1,220	+17%	+$63.2K	0.32%	28
2021 Q2	$377K	Buy	+7,238	New	+$373K	0.27%	32

Other funds holding HYDB

CCA

Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HWAM

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lee Financial Group Hawaii's HYDB Position: Q2 2023 in Review

Lee Financial Group Hawaii sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2023, closing a stake of 11,449 shares — an estimated $511K sold.

Lee Financial Group Hawaii first reported a position in HYDB in Q2 2021 and held it in 8 quarters. The position peaked at $519K in Q4 2022. 54 funds tracked by Wall St. Rank hold HYDB as of Q2 2023.

Lee Financial Group Hawaii reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 11,449 iShares High Yield Systematic Bond ETF shares in Q2 2023, an estimated $511K.
Lee Financial Group Hawaii first reported a position in iShares High Yield Systematic Bond ETF in Q2 2021 and held it in 8 quarters.
Lee Financial Group Hawaii's iShares High Yield Systematic Bond ETF position peaked at $519K in Q4 2022.
54 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2023, filed 2 Aug 2023.