Copperleaf Capital’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
$501K Buy
10,555
+1,490
+16% +$70.7K 0.25% 79
2025
Q1
$427K Buy
+9,065
New +$427K 0.26% 77
2024
Q2
Sell
-5,550
Closed -$259K 94
2024
Q1
$259K Buy
5,550
+250
+5% +$11.7K 0.22% 77
2023
Q4
$245K Buy
+5,300
New +$245K 0.25% 71