EverSource Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Sell |
575
-363
| -39% | -$17.2K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $44.2K | Buy |
938
+853
| +1,004% | +$40.2K | ﹤0.01% | 1292 |
|
|
2024
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 2448 |
|
|
2024
Q1 | – | Sell |
-53
| Closed | -$2.45K | – | 2944 |
|
|
2023
Q4 | $2.45K | Buy |
+53
| New | +$2.45K | ﹤0.01% | 2115 |
|