Tyler-Stone Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Tyler-Stone 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	-795	Closed	-$36.9K	–	584
2024 Q2	$36.9K	Hold	795	–	–	0.02%	418
2024 Q1	$37.1K	Hold	795	–	–	0.02%	418
2023 Q4	$36.7K	Hold	795	–	–	0.02%	409
2023 Q3	$35K	Hold	795	–	–	0.02%	388
2023 Q2	$36K	Buy	+795	New	+$35.2K	0.02%	384
2022 Q4	$44K	Hold	1,020	–	–	0.03%	341
2022 Q3	$43K	Hold	1,020	–	–	0.03%	319
2022 Q2	$44K	Hold	1,020	–	–	0.03%	335
2022 Q1	$50K	Hold	1,020	–	–	0.03%	342
2021 Q4	$52K	Buy	+1,020	New	+$52.4K	0.03%	349

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 Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tyler-Stone Wealth Management's HYDB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2024, closing a stake of 795 shares — an estimated $36.9K sold.

Tyler-Stone Wealth Management first reported a position in HYDB in Q4 2021 and held it in 10 quarters. The position peaked at $52K in Q4 2021. 144 funds tracked by Wall St. Rank hold HYDB as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 795 iShares High Yield Systematic Bond ETF shares in Q3 2024, an estimated $36.9K.
Tyler-Stone Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $52K in Q4 2021.
144 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.