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

ROI Financial 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 		$1.7M Buy
36,549
+1,561
+4% +$73.7K 1.02% 25
2025
Q4 		$1.66M Buy
34,988
+2,453
+8% +$116K 0.95% 26
2025
Q3 		$1.56M Buy
32,535
+16,419
+102% +$779K 0.93% 27
2025
Q2 		$765K Buy
16,116
+6,004
+59% +$279K 0.49% 35
2025
Q1 		$476K Buy
10,112
+3,047
+43% +$144K 0.35% 44
2024
Q4 		$332K Buy
7,065
+329
+5% +$15.6K 0.23% 50
2024
Q3 		$324K Buy
6,736
+2,416
+56% +$114K 0.22% 49
2024
Q2 		$201K Buy
+4,320
New +$200K 0.15% 62

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 $730M AUM 16.46% 1-Year Est. Return