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Royal Fund Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Royal Fund 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
2021
Q4 		– Sell
-100,943
Closed -$5.22M – 195
2021
Q3 		$5.22M Buy
+100,943
New +$5.23M 0.76% 42

Other funds holding HYDB

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Royal Fund Management's HYDB Position: Q4 2021 in Review

Royal Fund Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2021, closing a stake of 100,943 shares — an estimated $5.22M sold.

Royal Fund Management first reported a position in HYDB in Q3 2021 and held it in 1 quarter. The position peaked at $5.22M in Q3 2021. 46 funds tracked by Wall St. Rank hold HYDB as of Q4 2021.

  • Royal Fund Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Royal Fund Management sold 100,943 iShares High Yield Systematic Bond ETF shares in Q4 2021, an estimated $5.22M.
  • Royal Fund Management first reported a position in iShares High Yield Systematic Bond ETF in Q3 2021 and held it in 1 quarter.
  • Royal Fund Management's iShares High Yield Systematic Bond ETF position peaked at $5.22M in Q3 2021.
  • 46 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2021.

Based on Royal Fund Management's 13F filing for Q4 2021, filed 11 Feb 2022.