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

IFP 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	$4.02M	Buy	86,326 +23,446	+37%	+$1.11M	0.08%	262
2025 Q4	$2.98M	Buy	62,880 +4,606	+8%	+$218K	0.07%	322
2025 Q3	$2.79M	Buy	58,274 +8,057	+16%	+$382K	0.07%	297
2025 Q2	$2.38M	Buy	50,217 +22,665	+82%	+$1.05M	0.07%	321
2025 Q1	$1.3M	Buy	27,552 +12,941	+89%	+$613K	0.04%	478
2024 Q4	$687K	Buy	14,611 +14,516	+15,280%	+$689K	0.02%	630
2024 Q3	$4.57K	Hold	95	–	–	﹤0.01%	2692
2024 Q2	$4.41K	Buy	95 +47	+98%	+$2.17K	﹤0.01%	2609
2024 Q1	$2.24K	Buy	+48	New	+$2.22K	﹤0.01%	2665
2022 Q1	–	Sell	-847	Closed	-$44K	–	4563
2021 Q4	$44K	Hold	847	–	–	﹤0.01%	1602
2021 Q3	$44K	Buy	+847	New	+$43.9K	﹤0.01%	1635

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