FIA
Foundations Investment 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 | $2.62M | Sell |
55,174
-88,950
| -62% | -$4.22M | 0.04% | 273 |
|
|
2025
Q1 | $6.79M | Buy |
144,124
+41,578
| +41% | +$1.96M | 0.13% | 157 |
|
|
2024
Q4 | $4.82M | Buy |
102,546
+92,225
| +894% | +$4.34M | 0.09% | 195 |
|
|
2024
Q3 | $496K | Buy |
10,321
+624
| +6% | +$30K | 0.01% | 522 |
|
|
2024
Q2 | $450K | Sell |
9,697
-279
| -3% | -$13K | 0.01% | 520 |
|
|
2024
Q1 | $466K | Buy |
9,976
+598
| +6% | +$27.9K | 0.01% | 483 |
|
|
2023
Q4 | $437K | Buy |
+9,378
| New | +$437K | 0.01% | 469 |
|