CA
HYDB icon

Continuum Advisory’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Continuum Advisory’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 		$1.95M Buy
41,882
+43
+0.1% +$2.03K 0.19% 112
2025
Q4 		$1.98M Buy
41,839
+6,971
+20% +$330K 0.2% 111
2025
Q3 		$1.67M Buy
34,868
+31
+0.1% +$1.47K 0.18% 113
2025
Q2 		$1.65M Sell
34,837
-227
-0.6% -$10.5K 0.2% 104
2025
Q1 		$1.65M Buy
35,064
+2
+0% +$95 0.21% 104
2024
Q4 		$1.65M Buy
35,062
+203
+0.6% +$9.64K 0.21% 101
2024
Q3 		$1.65M Buy
34,859
+84
+0.2% +$3.96K 0.21% 103
2024
Q2 		$1.61M Buy
34,775
+508
+1% +$23.5K 0.23% 96
2024
Q1 		$1.59M Buy
34,267
+3,438
+11% +$159K 0.24% 97
2023
Q4 		$1.42M Buy
+30,829
New +$1.38M 0.2% 124

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
WANY
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return