Foundations Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Foundations Investment Advisors’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 Q1	–	Sell	-58,293	Closed	-$2.76M	–	1204
2025 Q4	$2.76M	Buy	58,293 +464	+0.8%	+$22K	0.04%	299
2025 Q3	$2.77M	Buy	57,829 +2,655	+5%	+$126K	0.04%	286
2025 Q2	$2.62M	Sell	55,174 -88,950	-62%	-$4.13M	0.04%	273
2025 Q1	$6.79M	Buy	144,124 +41,578	+41%	+$1.97M	0.13%	157
2024 Q4	$4.82M	Buy	102,546 +92,225	+894%	+$4.38M	0.09%	195
2024 Q3	$496K	Buy	10,321 +624	+6%	+$29.4K	0.01%	522
2024 Q2	$450K	Sell	9,697 -279	-3%	-$12.9K	0.01%	520
2024 Q1	$466K	Buy	9,976 +598	+6%	+$27.7K	0.01%	483
2023 Q4	$437K	Buy	+9,378	New	+$418K	0.01%	469

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return