Beacon Financial Planning’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
67,167
+10,410
+18% +$494K 1.78% 13
2025
Q1
$2.67M Buy
56,757
+44,587
+366% +$2.1M 1.54% 14
2024
Q4
$572K Buy
+12,170
New +$572K 0.33% 34