MOS
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MGO One Seven’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

MGO One Seven’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
-11,774
Closed -$517K – 932
2023
Q3 		$517K Buy
+11,774
New +$524K 0.04% 420

Other funds holding HYDB

Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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

MGO One Seven's HYDB Position: Q4 2023 in Review

MGO One Seven sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2023, closing a stake of 11,774 shares — an estimated $517K sold.

MGO One Seven first reported a position in HYDB in Q3 2023 and held it in 1 quarter. The position peaked at $517K in Q3 2023. 123 funds tracked by Wall St. Rank hold HYDB as of Q4 2023.

  • MGO One Seven reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MGO One Seven sold 11,774 iShares High Yield Systematic Bond ETF shares in Q4 2023, an estimated $517K.
  • MGO One Seven first reported a position in iShares High Yield Systematic Bond ETF in Q3 2023 and held it in 1 quarter.
  • MGO One Seven's iShares High Yield Systematic Bond ETF position peaked at $517K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2023.

Based on MGO One Seven's 13F filing for Q4 2023, filed 14 Feb 2024.