KFS
HYDB icon

Kelly Financial Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Kelly Financial Services’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 		– Sell
-5,051
Closed -$232K – 143
2026
Q1 		$232K Sell
5,051
-457
-8% -$21.6K 0.06% 117
2025
Q4 		$261K Sell
5,508
-10,591
-66% -$501K 0.07% 99
2025
Q3 		$770K Sell
16,099
-35
-0.2% -$1.66K 0.2% 47
2025
Q2 		$766K Sell
16,134
-66,250
-80% -$3.07M 0.23% 45
2025
Q1 		$3.88M Buy
82,384
+2,203
+3% +$104K 1.35% 19
2024
Q4 		$3.77M Buy
+80,181
New +$3.81M 1.36% 19
2024
Q3 		– Sell
-995
Closed -$46.2K – 377
2024
Q2 		$46.2K Buy
995
+18
+2% +$833 0.02% 233
2024
Q1 		$45.6K Sell
977
-11,706
-92% -$542K 0.02% 230
2023
Q4 		$586K Buy
12,683
+11,741
+1,246% +$524K 0.24% 51
2023
Q3 		$41.4K Buy
942
+18
+2% +$802 0.02% 204
2023
Q2 		$41.3K Buy
924
+17
+2% +$753 0.02% 209
2023
Q1 		$40.5K Buy
907
+10
+1% +$443 0.02% 201
2022
Q4 		$39.1K Buy
897
+20
+2% +$873 0.02% 199
2022
Q3 		$37.4K Buy
877
+13
+2% +$582 0.02% 189
2022
Q2 		$37.6K Sell
864
-201
-19% -$9.29K 0.02% 191
2022
Q1 		$51.9K Buy
1,065
+9
+0.9% +$445 0.02% 172
2021
Q4 		$54.3K Buy
1,056
+17
+2% +$874 0.02% 164
2021
Q3 		$53.7K Sell
1,039
-42,685
-98% -$2.21M 0.03% 150
2021
Q2 		$839K Buy
43,724
+42,660
+4,009% +$2.2M 0.03% 134
2021
Q1 		$54.7K Buy
+1,064
New +$54.6K 0.03% 120

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WAP
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HWAM
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OPWM
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