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Second Half Financial Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-10,065
Closed -$450K – 77
2023
Q2 		$450K Buy
+10,065
New +$446K 0.1% 110

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OWA
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Bank of America
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ARG
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OPWM
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Second Half Financial Partners's HYDB Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2023, closing a stake of 10,065 shares — an estimated $450K sold.

Second Half Financial Partners first reported a position in HYDB in Q2 2023 and held it in 1 quarter. The position peaked at $450K in Q2 2023. 57 funds tracked by Wall St. Rank hold HYDB as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 10,065 iShares High Yield Systematic Bond ETF shares in Q3 2023, an estimated $450K.
  • Second Half Financial Partners first reported a position in iShares High Yield Systematic Bond ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares High Yield Systematic Bond ETF position peaked at $450K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.