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Robertson Stephens Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Robertson Stephens Wealth Management’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
Q3 		– Sell
-247,981
Closed -$11.5M – 625
2024
Q2 		$11.5M Buy
+247,981
New +$11.5M 0.58% 33

Other funds holding HYDB

WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robertson Stephens Wealth Management's HYDB Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2024, closing a stake of 247,981 shares — an estimated $11.5M sold.

Robertson Stephens Wealth Management first reported a position in HYDB in Q2 2024 and held it in 1 quarter. The position peaked at $11.5M in Q2 2024. 144 funds tracked by Wall St. Rank hold HYDB as of Q3 2024.

  • Robertson Stephens Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 247,981 iShares High Yield Systematic Bond ETF shares in Q3 2024, an estimated $11.5M.
  • Robertson Stephens Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $11.5M in Q2 2024.
  • 144 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.