Private Ocean’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Private Ocean’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	$381K	Buy	+8,203	New	+$380K	0.03%	114

Other funds holding HYDB

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

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

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

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

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 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

Private Ocean's HYDB Position: Q2 2024 in Review

Private Ocean opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2024: 8,203 shares worth $381K. The stake represents 0.03% of the portfolio and ranks #114 among its holdings.

146 funds tracked by Wall St. Rank hold HYDB as of Q2 2024.

Private Ocean held 8,203 shares of iShares High Yield Systematic Bond ETF worth $381K as of Q2 2024.
iShares High Yield Systematic Bond ETF was a new Private Ocean position in Q2 2024.
iShares High Yield Systematic Bond ETF made up 0.03% of Private Ocean's portfolio in Q2 2024, its #114 holding.
146 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.