Balanced Rock Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Balanced Rock Investment Advisors’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	$339K	Buy	7,280 +185	+3%	+$8.74K	0.24%	73
2025 Q4	$336K	Buy	7,095 +211	+3%	+$9.99K	0.24%	79
2025 Q3	$329K	Buy	6,884 +499	+8%	+$23.7K	0.24%	79
2025 Q2	$303K	Buy	6,385 +423	+7%	+$19.6K	0.24%	81
2025 Q1	$281K	Buy	5,962 +96	+2%	+$4.54K	0.22%	73
2024 Q4	$276K	Buy	5,866 +538	+10%	+$25.5K	0.22%	73
2024 Q3	$256K	Buy	5,328 +439	+9%	+$20.7K	0.2%	80
2024 Q2	$227K	Buy	4,889 +199	+4%	+$9.21K	0.19%	78
2024 Q1	$219K	Buy	+4,690	New	+$217K	0.19%	84

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return