IWS
Insight Wealth Strategies’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 | $21.8M | Buy |
461,563
+230,646
| +100% | +$10.9M | 2.75% | 12 |
|
|
2025
Q1 | $10.9M | Buy |
230,917
+114,925
| +99% | +$5.41M | 1.46% | 18 |
|
|
2024
Q4 | $5.45M | Buy |
115,992
+5,016
| +5% | +$236K | 0.73% | 34 |
|
|
2024
Q3 | $5.33M | Buy |
110,976
+41,075
| +59% | +$1.97M | 0.7% | 32 |
|
|
2024
Q2 | $3.25M | Buy |
69,901
+636
| +0.9% | +$29.5K | 0.46% | 57 |
|
|
2024
Q1 | $3.24M | Buy |
+69,265
| New | +$3.24M | 0.48% | 51 |
|