SAI
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Savvy Advisors Inc’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Savvy Advisors Inc’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 		$17.4M Buy
373,840
+155,558
+71% +$7.35M 0.47% 44
2025
Q4 		$10.3M Buy
218,282
+72,969
+50% +$3.46M 0.33% 56
2025
Q3 		$6.95M Buy
145,313
+66,226
+84% +$3.14M 0.32% 60
2025
Q2 		$3.75M Buy
79,087
+19,461
+33% +$903K 0.25% 64
2025
Q1 		$2.81M Buy
59,626
+32,364
+119% +$1.53M 0.28% 65
2024
Q4 		$1.28M Buy
27,262
+10,794
+66% +$513K 0.15% 111
2024
Q3 		$791K Buy
16,468
+4,682
+40% +$221K 0.16% 130
2024
Q2 		$547K Buy
11,786
+3,916
+50% +$181K 0.18% 132
2024
Q1 		$368K Buy
+7,870
New +$365K 0.21% 134

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FMI
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WANY
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Bank of America
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LPL Financial
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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