Peninsula Wealth’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Peninsula Wealth’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 Q4	$223K	Buy	+4,752	New	+$226K	0.04%	98

Other funds holding HYDB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peninsula Wealth's HYDB Position: Q4 2024 in Review

Peninsula Wealth opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q4 2024: 4,752 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #98 among its holdings.

239 funds tracked by Wall St. Rank hold HYDB as of Q4 2024.

Peninsula Wealth held 4,752 shares of iShares High Yield Systematic Bond ETF worth $223K as of Q4 2024.
iShares High Yield Systematic Bond ETF was a new Peninsula Wealth position in Q4 2024.
iShares High Yield Systematic Bond ETF made up 0.04% of Peninsula Wealth's portfolio in Q4 2024, its #98 holding.
239 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.