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	$490	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	$451	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

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

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

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

Oxinas Partners Wealth Management Jeffersonville, Indiana $219M AUM 24.96% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $581M AUM 20.54% 1-Year Est. Return

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

Bank of America

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