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Mutual Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Mutual Advisors’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
2024
Q2 		– Sell
-5,421
Closed -$253K – 1116
2024
Q1 		$253K Buy
+5,421
New +$251K 0.01% 939
2020
Q1 		– Sell
-13,558
Closed -$688K – 602
2019
Q4 		$688K Sell
13,558
-160
-1% -$8.06K 0.07% 284
2019
Q3 		$694K Buy
13,718
+5,574
+68% +$280K 0.09% 256
2019
Q2 		$407K Buy
+8,144
New +$403K 0.05% 369

Other funds holding HYDB

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Mutual Advisors's HYDB Position: Q2 2024 in Review

Mutual Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2024, closing a stake of 5,421 shares — an estimated $253K sold.

Mutual Advisors first reported a position in HYDB in Q2 2019 and held it in 4 quarters. The position peaked at $694K in Q3 2019. 146 funds tracked by Wall St. Rank hold HYDB as of Q2 2024.

  • Mutual Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 5,421 iShares High Yield Systematic Bond ETF shares in Q2 2024, an estimated $253K.
  • Mutual Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2019 and held it in 4 quarters.
  • Mutual Advisors's iShares High Yield Systematic Bond ETF position peaked at $694K in Q3 2019.
  • 146 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.