BOS Asset Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

BOS Asset 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	–	Sell	-4,549	Closed	-$212K	–	213
2026 Q1	$212K	Buy	4,549 +232	+5%	+$11K	0.05%	189
2025 Q4	$204K	Sell	4,317 -48	-1%	-$2.27K	0.05%	188
2025 Q3	$209K	Buy	+4,365	New	+$207K	0.06%	182
2025 Q2	–	Sell	-5,928	Closed	-$279K	–	180
2025 Q1	$279K	Buy	5,928 +416	+8%	+$19.7K	0.1%	130
2024 Q4	$259K	Buy	+5,512	New	+$262K	0.09%	131

Other funds holding HYDB

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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