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Retirement Capital Strategies’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Retirement Capital Strategies’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
2021
Q1 		– Sell
-72,619
Closed -$3.72M – 80
2020
Q4 		$3.72M Buy
72,619
+1,882
+3% +$94.2K 1.51% 22
2020
Q3 		$3.46M Buy
+70,737
New +$3.44M 1.6% 23

Other funds holding HYDB

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Retirement Capital Strategies's HYDB Position: Q1 2021 in Review

Retirement Capital Strategies sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2021, closing a stake of 72,619 shares — an estimated $3.72M sold.

Retirement Capital Strategies first reported a position in HYDB in Q3 2020 and held it in 2 quarters. The position peaked at $3.72M in Q4 2020. 24 funds tracked by Wall St. Rank hold HYDB as of Q1 2021.

  • Retirement Capital Strategies reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Retirement Capital Strategies sold 72,619 iShares High Yield Systematic Bond ETF shares in Q1 2021, an estimated $3.72M.
  • Retirement Capital Strategies first reported a position in iShares High Yield Systematic Bond ETF in Q3 2020 and held it in 2 quarters.
  • Retirement Capital Strategies's iShares High Yield Systematic Bond ETF position peaked at $3.72M in Q4 2020.
  • 24 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2021.

Based on Retirement Capital Strategies's 13F filing for Q1 2021, filed 29 Apr 2021.