MFT
HYDB icon

Moisand Fitzgerald Tamayo’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Moisand Fitzgerald Tamayo’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 		$14.3K Hold
306
– – ﹤0.01% 323
2026
Q1 		$14.2K Hold
306
– – ﹤0.01% 306
2025
Q4 		$14.5K Hold
306
– – ﹤0.01% 304
2025
Q3 		$14.6K Hold
306
– – ﹤0.01% 309
2025
Q2 		$14.5K Hold
306
– – ﹤0.01% 307
2025
Q1 		$14.4K Hold
306
– – ﹤0.01% 304
2024
Q4 		$14.4K Hold
306
– – ﹤0.01% 297
2024
Q3 		$14.7K Hold
306
– – ﹤0.01% 310
2024
Q2 		$14.2K Hold
306
– – ﹤0.01% 276
2024
Q1 		$14.3K Hold
306
– – ﹤0.01% 279
2023
Q4 		$14.1K Hold
306
– – ﹤0.01% 293
2023
Q3 		$13.4K Hold
306
– – ﹤0.01% 306
2023
Q2 		$13.7K Hold
306
– – ﹤0.01% 294
2023
Q1 		$13.7K Hold
306
– – ﹤0.01% 300
2022
Q4 		$13.3K Hold
306
– – ﹤0.01% 288
2022
Q3 		$13K Hold
306
– – ﹤0.01% 260
2022
Q2 		$13K Buy
+306
New +$14.1K ﹤0.01% 255
2022
Q1 		– Sell
-306
Closed -$16K – 569
2021
Q4 		$16K Hold
306
– – ﹤0.01% 221
2021
Q3 		$16K Hold
306
– – 0.01% 214
2021
Q2 		$16K Hold
306
– – 0.01% 224
2021
Q1 		$16K Hold
306
– – 0.01% 181
2020
Q4 		$16K Hold
306
– – 0.01% 184
2020
Q3 		$15K Buy
+306
New +$14.9K 0.01% 174

Other funds holding HYDB

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return