Regal 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 | $827K | Sell |
17,429
-9,142
| -34% | -$434K | 0.06% | 264 |
|
|
2025
Q1 | $1.25M | Buy |
26,571
+9,175
| +53% | +$432K | 0.1% | 193 |
|
|
2024
Q4 | $818K | Buy |
17,396
+7,942
| +84% | +$373K | 0.06% | 251 |
|
|
2024
Q3 | $454K | Sell |
9,454
-318
| -3% | -$15.3K | 0.03% | 368 |
|
|
2024
Q2 | $454K | Buy |
9,772
+81
| +0.8% | +$3.76K | 0.03% | 371 |
|
|
2024
Q1 | $453K | Sell |
9,691
-2,167
| -18% | -$101K | 0.03% | 377 |
|
|
2023
Q4 | $548K | Buy |
11,858
+2,137
| +22% | +$98.7K | 0.04% | 310 |
|
|
2023
Q3 | $427K | Buy |
9,721
+45
| +0.5% | +$1.98K | 0.04% | 314 |
|
|
2023
Q2 | $433K | Buy |
9,676
+789
| +9% | +$35.3K | 0.04% | 321 |
|
|
2023
Q1 | $397K | Sell |
8,887
-308
| -3% | -$13.8K | 0.04% | 329 |
|
|
2022
Q4 | $401K | Sell |
9,195
-298
| -3% | -$13K | 0.04% | 320 |
|
|
2022
Q3 | $404K | Buy |
9,493
+146
| +2% | +$6.21K | 0.04% | 300 |
|
|
2022
Q2 | $407K | Sell |
9,347
-60
| -0.6% | -$2.61K | 0.04% | 316 |
|
|
2022
Q1 | $458K | Sell |
9,407
-2,681
| -22% | -$131K | 0.04% | 325 |
|
|
2021
Q4 | $621K | Buy |
12,088
+944
| +8% | +$48.5K | 0.06% | 305 |
|
|
2021
Q3 | $576K | Buy |
11,144
+637
| +6% | +$32.9K | 0.06% | 315 |
|
|
2021
Q2 | $547K | Buy |
+10,507
| New | +$547K | 0.05% | 316 |
|