OneDigital 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 | $3.47M | Sell |
73,142
-7,678
| -10% | -$365K | 0.04% | 298 |
|
|
2025
Q1 | $3.81M | Sell |
80,820
-39,198
| -33% | -$1.85M | 0.05% | 276 |
|
|
2024
Q4 | $5.64M | Sell |
120,018
-415
| -0.3% | -$19.5K | 0.07% | 222 |
|
|
2024
Q3 | $5.79M | Buy |
120,433
+27,352
| +29% | +$1.31M | 0.07% | 227 |
|
|
2024
Q2 | $4.32M | Buy |
93,081
+12,041
| +15% | +$559K | 0.05% | 258 |
|
|
2024
Q1 | $3.79M | Buy |
81,040
+66,712
| +466% | +$3.12M | 0.06% | 225 |
|
|
2023
Q4 | $662K | Buy |
+14,328
| New | +$662K | 0.01% | 615 |
|
|
2022
Q2 | – | Sell |
-11,970
| Closed | -$583K | – | 751 |
|
|
2022
Q1 | $583K | Sell |
11,970
-13,387
| -53% | -$652K | 0.02% | 396 |
|
|
2021
Q4 | $1.3M | Sell |
25,357
-2,596
| -9% | -$133K | 0.05% | 229 |
|
|
2021
Q3 | $1.45M | Buy |
27,953
+21,150
| +311% | +$1.09M | 0.06% | 204 |
|
|
2021
Q2 | $354K | Buy |
+6,803
| New | +$354K | 0.01% | 499 |
|