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

Sowell Financial Services’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 Q2	–	Sell	-10,844	Closed	-$507K	–	542
2024 Q1	$507K	Buy	10,844 +688	+7%	+$31.9K	0.02%	449
2023 Q4	$469K	Buy	+10,156	New	+$453K	0.03%	440
2023 Q3	–	Sell	-10,795	Closed	-$483K	–	550
2023 Q2	$483K	Buy	+10,795	New	+$478K	0.03%	458

Other funds holding HYDB

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Sowell Financial Services's HYDB Position: Q2 2024 in Review

Sowell Financial Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2024, closing a stake of 10,844 shares — an estimated $507K sold.

Sowell Financial Services first reported a position in HYDB in Q2 2023 and held it in 3 quarters. The position peaked at $507K in Q1 2024. 146 funds tracked by Wall St. Rank hold HYDB as of Q2 2024.

Sowell Financial Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 10,844 iShares High Yield Systematic Bond ETF shares in Q2 2024, an estimated $507K.
Sowell Financial Services first reported a position in iShares High Yield Systematic Bond ETF in Q2 2023 and held it in 3 quarters.
Sowell Financial Services's iShares High Yield Systematic Bond ETF position peaked at $507K in Q1 2024.
146 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.