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Wintrust Investments’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Wintrust Investments’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
Q4 		$28K Buy
613
+146
+31% +$6.93K 0.02% 338
2024
Q3 		$22K Buy
+467
New +$22K 0.02% 465

Other funds holding HYDB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wintrust Investments's HYDB Position: Q4 2024 in Review

Wintrust Investments increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 31% in Q4 2024, buying an estimated $6.93K and bringing the position to 613 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #338.

Wintrust Investments first reported a position in HYDB in Q3 2024 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold HYDB as of Q4 2024.

  • Wintrust Investments held 613 shares of iShares High Yield Systematic Bond ETF worth $28K as of Q4 2024.
  • Wintrust Investments bought 146 iShares High Yield Systematic Bond ETF shares in Q4 2024, an estimated $6.93K.
  • iShares High Yield Systematic Bond ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #338 holding.
  • Wintrust Investments first reported a position in iShares High Yield Systematic Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.