BRIA
Balanced Rock Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
6,385
+423
| +7% | +$20.1K | 0.24% | 81 |
|
|
2025
Q1 | $281K | Buy |
5,962
+96
| +2% | +$4.52K | 0.22% | 73 |
|
|
2024
Q4 | $276K | Buy |
5,866
+538
| +10% | +$25.3K | 0.22% | 73 |
|
|
2024
Q3 | $256K | Buy |
5,328
+439
| +9% | +$21.1K | 0.2% | 80 |
|
|
2024
Q2 | $227K | Buy |
4,889
+199
| +4% | +$9.24K | 0.19% | 78 |
|
|
2024
Q1 | $219K | Buy |
+4,690
| New | +$219K | 0.19% | 84 |
|