Avior Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Avior 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
2026 Q2	$14.9M	Buy	319,480 +200,165	+168%	+$9.37M	0.39%	60
2026 Q1	$5.55M	Sell	119,315 -98,497	-45%	-$4.65M	0.16%	125
2025 Q4	$10.3M	Buy	217,812 +200,623	+1,167%	+$9.5M	0.32%	69
2025 Q3	$822K	Buy	+17,189	New	+$816K	0.03%	339
2025 Q1	–	Sell	-115	Closed	-$5.41K	–	1473
2024 Q4	$5.41K	Hold	115	–	–	﹤0.01%	1831
2024 Q3	$5.53K	Sell	115 -63	-35%	-$2.97K	﹤0.01%	1741
2024 Q2	$8.27K	Hold	178	–	–	﹤0.01%	1572
2024 Q1	$8.32K	Buy	+178	New	+$8.24K	﹤0.01%	1928

Other funds holding HYDB

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return