Icon Wealth Advisors’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
$233K Sell
4,911
-7,742
-61% -$368K 0.02% 350
2025
Q1
$596K Buy
12,653
+203
+2% +$9.56K 0.05% 195
2024
Q4
$585K Buy
+12,450
New +$585K 0.05% 198
2024
Q1
Sell
-2,509
Closed -$116K 472
2023
Q4
$116K Buy
+2,509
New +$116K 0.01% 406