ROI Financial 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
$765K Buy
16,116
+6,004
+59% +$285K 0.49% 35
2025
Q1
$476K Buy
10,112
+3,047
+43% +$143K 0.35% 44
2024
Q4
$332K Buy
7,065
+329
+5% +$15.5K 0.23% 50
2024
Q3
$324K Buy
6,736
+2,416
+56% +$116K 0.22% 49
2024
Q2
$201K Buy
+4,320
New +$201K 0.15% 62