Cornerstone Planning Group’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 | $16M | Buy |
339,170
+21,126
| +7% | +$998K | 3.27% | 9 |
|
|
2025
Q1 | $14.6M | Buy |
318,044
+10,074
| +3% | +$462K | 3.49% | 7 |
|
|
2024
Q4 | $14.7M | Buy |
307,970
+6,509
| +2% | +$310K | 3.6% | 7 |
|
|
2024
Q3 | $14.3M | Buy |
301,461
+24,892
| +9% | +$1.18M | 3.79% | 7 |
|
|
2024
Q2 | $12.8M | Buy |
276,569
+19,248
| +7% | +$891K | 3.67% | 7 |
|
|
2024
Q1 | $11.9M | Buy |
257,321
+28,734
| +13% | +$1.33M | 3.72% | 7 |
|
|
2023
Q4 | $10.6M | Buy |
+228,587
| New | +$10.6M | 3.49% | 9 |
|