Milestone Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65K | Hold |
140
| – | – | ﹤0.01% | 119 |
|
|
2025
Q1 | $6.59K | Hold |
140
| – | – | ﹤0.01% | 122 |
|
|
2024
Q4 | $6.58K | Hold |
140
| – | – | ﹤0.01% | 123 |
|
|
2024
Q3 | $6.73K | Buy |
140
+40
| +40% | +$1.92K | ﹤0.01% | 121 |
|
|
2024
Q2 | $4.64K | Sell |
100
-108
| -52% | -$5.02K | ﹤0.01% | 124 |
|
|
2024
Q1 | $9.72K | Sell |
208
-20,684
| -99% | -$966K | ﹤0.01% | 116 |
|
|
2023
Q4 | $965K | Buy |
+20,892
| New | +$965K | 0.28% | 44 |
|