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

Atria 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
2026
Q1 		– Sell
-7,795
Closed -$369K – 2099
2025
Q4 		$369K Sell
7,795
-6,393
-45% -$303K ﹤0.01% 1626
2025
Q3 		$679K Sell
14,188
-7,644
-35% -$363K 0.01% 1249
2025
Q2 		$1.04M Sell
21,832
-18,980
-47% -$881K 0.01% 1018
2025
Q1 		$1.92M Buy
40,812
+3,855
+10% +$183K 0.02% 722
2024
Q4 		$1.74M Buy
36,957
+17,882
+94% +$849K 0.02% 738
2024
Q3 		$917K Buy
+19,075
New +$900K 0.01% 1014
2022
Q2 		– Sell
-25,145
Closed -$1.23M – 802
2022
Q1 		$1.23M Buy
25,145
+4,660
+23% +$230K 0.02% 762
2021
Q4 		$1.05M Buy
+20,485
New +$1.05M 0.02% 814

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return