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Summit Investment Advisory Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Summit Investment Advisory 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
Q3 		– Sell
-12,071
Closed -$561K – 84
2024
Q2 		$561K Buy
+12,071
New +$559K 0.66% 25

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Summit Investment Advisory Services's HYDB Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2024, closing a stake of 12,071 shares — an estimated $561K sold.

Summit Investment Advisory Services first reported a position in HYDB in Q2 2024 and held it in 1 quarter. The position peaked at $561K in Q2 2024. 144 funds tracked by Wall St. Rank hold HYDB as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 12,071 iShares High Yield Systematic Bond ETF shares in Q3 2024, an estimated $561K.
  • Summit Investment Advisory Services first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's iShares High Yield Systematic Bond ETF position peaked at $561K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.