Legacy Financial Group (Iowa)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-41,446
Closed -$1.94M 110
2024
Q1
$1.94M Buy
+41,446
New +$1.92M 0.39% 38

Other funds holding HYDB

Legacy Financial Group (Iowa)'s HYDB Position: Q2 2024 in Review

Legacy Financial Group (Iowa) sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2024, closing a stake of 41,446 shares — an estimated $1.94M sold.

Legacy Financial Group (Iowa) first reported a position in HYDB in Q1 2024 and held it in 1 quarter. The position peaked at $1.94M in Q1 2024. 146 funds tracked by Wall St. Rank hold HYDB as of Q2 2024.

  • Legacy Financial Group (Iowa) reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 41,446 iShares High Yield Systematic Bond ETF shares in Q2 2024, an estimated $1.94M.
  • Legacy Financial Group (Iowa) first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares High Yield Systematic Bond ETF position peaked at $1.94M in Q1 2024.
  • 146 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2024, filed 17 Jul 2024.