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HYDB icon

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

NewEdge 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 		$316K Sell
6,797
-1,359
-17% -$64.2K ﹤0.01% 2307
2025
Q4 		$386K Sell
8,156
-36,366
-82% -$1.72M ﹤0.01% 2148
2025
Q3 		$2.13M Buy
44,522
+2,449
+6% +$116K 0.01% 985
2025
Q2 		$2M Sell
42,073
-57,860
-58% -$2.69M 0.01% 938
2025
Q1 		$4.71M Buy
99,933
+13,046
+15% +$618K 0.03% 525
2024
Q4 		$4.08M Buy
86,887
+86,577
+27,928% +$4.11M 0.02% 570
2024
Q3 		$14.9K Buy
310
+18
+6% +$849 ﹤0.01% 2811
2024
Q2 		$13.6K Hold
292
– – ﹤0.01% 2747
2024
Q1 		$13.6K Sell
292
-4,142
-93% -$192K ﹤0.01% 2764
2023
Q4 		$205K Buy
+4,434
New +$198K ﹤0.01% 1705

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