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OPWM
Oxinas Partners Wealth Management’s
iShares High Yield Systematic Bond ETF
HYDB
Stock Holding History
Oxinas Partners Wealth Management’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
$292K
Sell
6,270
-637
-9%
-$30.1K
0.13%
112
2025
Q4
$327K
Sell
6,907
-1,471
-18%
-$69.7K
0.16%
99
2025
Q3
$401K
Sell
8,378
-925
-10%
-$43.9K
0.21%
82
2025
Q2
$442K
Sell
9,303
-584
-6%
-$27.1K
0.23%
82
2025
Q1
$466K
Sell
9,887
-1,136
-10%
-$53.8K
0.27%
78
2024
Q4
$518K
Sell
11,023
-8,841
-45%
-$420K
0.3%
74
2024
Q3
$955K
Sell
19,864
-27,402
-58%
-$1.29M
0.58%
48
2024
Q2
$2.2M
Sell
47,266
-16,273
-26%
-$753K
1.46%
18
2024
Q1
$2.97M
Sell
63,539
-4,305
-6%
-$199K
1.93%
14
2023
Q4
$3.13M
Sell
67,844
-9,258
-12%
-$413K
2.22%
13
2023
Q3
$3.39M
Sell
77,102
-2,373
-3%
-$106K
2.52%
10
2023
Q2
$3.55M
Sell
79,475
-12,998
-14%
-$576K
2.33%
10
2023
Q1
$4.13M
Sell
92,473
-765
-0.8%
-$33.9K
2.98%
8
2022
Q4
$4.06M
Sell
93,238
-3,277
-3%
-$143K
3.43%
6
2022
Q3
$4.11M
Sell
96,515
-20,863
-18%
-$934K
3.4%
7
2022
Q2
$5.11M
Sell
117,378
-9,180
-7%
-$424K
3.88%
5
2022
Q1
$6.17M
Buy
+126,558
New
+$6.26M
3.86%
5
2021
Q3
–
Sell
-88,699
Closed
-$4.62M
–
157
2021
Q2
$4.62M
Buy
+88,699
New
+$4.57M
2.65%
10
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
$730M AUM
16.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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