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WealthSource Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

WealthSource 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
Q4 		$756K Buy
+16,370
New +$730K 0.05% 237
2022
Q1 		– Sell
-3,905
Closed -$201K – 591
2021
Q4 		$201K Buy
+3,905
New +$201K 0.02% 527

Other funds holding HYDB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

WealthSource Partners's HYDB Position: Q4 2023 in Review

WealthSource Partners opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q4 2023: 16,370 shares worth $756K. The stake represents 0.05% of the portfolio and ranks #237 among its holdings. This is a return to the name: WealthSource Partners previously reported a position in HYDB as recently as Q4 2021.

WealthSource Partners first reported a position in HYDB in Q4 2021 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold HYDB as of Q4 2023.

  • WealthSource Partners held 16,370 shares of iShares High Yield Systematic Bond ETF worth $756K as of Q4 2023.
  • iShares High Yield Systematic Bond ETF was a new WealthSource Partners position in Q4 2023.
  • iShares High Yield Systematic Bond ETF made up 0.05% of WealthSource Partners's portfolio in Q4 2023, its #237 holding.
  • WealthSource Partners first reported a position in iShares High Yield Systematic Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.