MIA
HYDB icon

Milestone Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Milestone Investment 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
Q1 		$6.51K Hold
140
– – ﹤0.01% 131
2025
Q4 		$6.63K Hold
140
– – ﹤0.01% 126
2025
Q3 		$6.7K Hold
140
– – ﹤0.01% 119
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% +$1.89K ﹤0.01% 121
2024
Q2 		$4.64K Sell
100
-108
-52% -$5K ﹤0.01% 124
2024
Q1 		$9.72K Sell
208
-20,684
-99% -$958K ﹤0.01% 116
2023
Q4 		$965K Buy
+20,892
New +$932K 0.28% 44

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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 $808M AUM 20.7% 1-Year Est. Return