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

JFS Wealth 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 Q2	$8.42K	Sell	180 -552	-75%	-$25.8K	﹤0.01%	1081
2026 Q1	$34.1K	Sell	732 -28,790	-98%	-$1.36M	﹤0.01%	601
2025 Q4	$1.4M	Buy	29,522 +1,564	+6%	+$74.1K	0.08%	137
2025 Q3	$1.34M	Buy	27,958 +11,056	+65%	+$525K	0.08%	144
2025 Q2	$802K	Buy	16,902 +253	+2%	+$11.7K	0.05%	170
2025 Q1	$784K	Buy	+16,649	New	+$788K	0.05%	159

Other funds holding HYDB

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return