Dynamic Advisor Solutions’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Dynamic Advisor Solutions’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	$3.74M	Buy	79,930 +10,724	+15%	+$502K	0.11%	206
2026 Q1	$3.22M	Buy	69,206 +6,789	+11%	+$321K	0.1%	216
2025 Q4	$2.96M	Buy	62,417 +5,320	+9%	+$252K	0.09%	224
2025 Q3	$2.73M	Buy	57,097 +11,724	+26%	+$556K	0.08%	252
2025 Q2	$2.15M	Buy	45,373 +2,270	+5%	+$105K	0.07%	292
2025 Q1	$2.03M	Buy	43,103 +5,971	+16%	+$283K	0.07%	283
2024 Q4	$1.75M	Buy	37,132 +11,492	+45%	+$546K	0.08%	229
2024 Q3	$1.23M	Buy	25,640 +12,712	+98%	+$600K	0.04%	400
2024 Q2	$600K	Buy	12,928 +5,627	+77%	+$260K	0.02%	583
2024 Q1	$341K	Buy	7,301 +1,529	+26%	+$70.8K	0.01%	716
2023 Q4	$265K	Buy	+5,772	New	+$257K	0.01%	758

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

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

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return