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RHS Financial’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

RHS Financial’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
-7,330
Closed -$322K – 103
2023
Q3 		$322K Sell
7,330
-3,891
-35% -$173K 0.23% 77
2023
Q2 		$502K Sell
11,221
-7,461
-40% -$331K 0.37% 57
2023
Q1 		$835K Buy
18,682
+1,225
+7% +$54.3K 0.63% 43
2022
Q4 		$761K Buy
+17,457
New +$762K 0.61% 41

Other funds holding HYDB

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

RHS Financial's HYDB Position: Q4 2023 in Review

RHS Financial sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2023, closing a stake of 7,330 shares — an estimated $322K sold.

RHS Financial first reported a position in HYDB in Q4 2022 and held it in 4 quarters. The position peaked at $835K in Q1 2023. 123 funds tracked by Wall St. Rank hold HYDB as of Q4 2023.

  • RHS Financial reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2023 after selling out during the quarter.
  • RHS Financial sold 7,330 iShares High Yield Systematic Bond ETF shares in Q4 2023, an estimated $322K.
  • RHS Financial first reported a position in iShares High Yield Systematic Bond ETF in Q4 2022 and held it in 4 quarters.
  • RHS Financial's iShares High Yield Systematic Bond ETF position peaked at $835K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2023.

Based on RHS Financial's 13F filing for Q4 2023, filed 18 Jan 2024.