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WR Wealth Planners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

WR Wealth Planners’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 		$376 Sell
8
-2
-20% -$95 ﹤0.01% 1018
2024
Q3 		$481 Sell
10
-103
-91% -$4.86K ﹤0.01% 1035
2024
Q2 		$5.25K Hold
113
– – ﹤0.01% 709
2024
Q1 		$5.28K Buy
+113
New +$5.23K ﹤0.01% 707

Other funds holding HYDB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $4.3B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WR Wealth Planners's HYDB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 20% in Q4 2024, selling an estimated $95 and leaving 8 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

WR Wealth Planners first reported a position in HYDB in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.28K in Q1 2024. 239 funds tracked by Wall St. Rank hold HYDB as of Q4 2024.

  • WR Wealth Planners held 8 shares of iShares High Yield Systematic Bond ETF worth $376 as of Q4 2024.
  • WR Wealth Planners sold 2 iShares High Yield Systematic Bond ETF shares in Q4 2024, an estimated $95.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1018 holding.
  • WR Wealth Planners first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's iShares High Yield Systematic Bond ETF position peaked at $5.28K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.