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KWM
Kingsview Wealth Management’s
iShares High Yield Systematic Bond ETF
HYDB
Stock Holding History
Kingsview Wealth Management’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
$668K
Buy
14,364
+72
+0.5%
+$3.4K
0.01%
802
2025
Q4
$677K
Buy
14,292
+225
+2%
+$10.7K
0.01%
752
2025
Q3
$673K
Sell
14,067
-530
-4%
-$25.2K
0.01%
712
2025
Q2
$693K
Buy
14,597
+118
+0.8%
+$5.48K
0.01%
670
2025
Q1
$682K
Buy
14,479
+1,218
+9%
+$57.7K
0.01%
633
2024
Q4
$623K
Sell
13,261
-698
-5%
-$33.1K
0.01%
676
2024
Q3
$671K
Buy
13,959
+217
+2%
+$10.2K
0.01%
627
2024
Q2
$638K
Sell
13,742
-464
-3%
-$21.5K
0.02%
619
2024
Q1
$664K
Sell
14,206
-100
-0.7%
-$4.63K
0.02%
600
2023
Q4
$661K
Sell
14,306
-2,621
-15%
-$117K
0.02%
577
2023
Q3
$744K
Sell
16,927
-1,078
-6%
-$48K
0.03%
513
2023
Q2
$805K
Buy
18,005
+1,024
+6%
+$45.4K
0.03%
470
2023
Q1
$759K
Buy
+16,981
New
+$753K
0.03%
465
Other funds holding HYDB
RH
RenaissanceRe Holdings
Pembroke, Bermuda
$406M AUM
2.74%
1-Year Est. Return
FMI
Factory Mutual Insurance
Waltham, Massachusetts
$8.89B AUM
25.87%
1-Year Est. Return
WANY
Wealthspire Advisors (New York)
New York
$12.7B AUM
17.31%
1-Year Est. Return
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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AWM
Apollon Wealth Management
Mount Pleasant, South Carolina
$6.15B AUM
22.62%
1-Year Est. Return
CICC
Capital Investment Counsel (Colorado)
Denver, Colorado
$730M AUM
16.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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