Sax Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Sax Wealth 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 Q2	$4.69M	Sell	100,846 -358	-0.4%	-$16.8K	0.19%	88
2026 Q1	$4.79M	Sell	101,204 -2,308	-2%	-$109K	0.23%	73
2025 Q4	$4.9M	Sell	103,512 -121,733	-54%	-$5.76M	0.23%	75
2025 Q3	$10.8M	Buy	225,245 +65,695	+41%	+$3.12M	0.58%	30
2025 Q2	$7.57M	Buy	159,550 +2,533	+2%	+$118K	0.46%	36
2025 Q1	$7.39M	Buy	157,017 +23,777	+18%	+$1.13M	0.53%	32
2024 Q4	$6.26M	Buy	133,240 +25,079	+23%	+$1.19M	0.49%	32
2024 Q3	$5.2M	Buy	108,161 +29,951	+38%	+$1.41M	0.46%	31
2024 Q2	$3.63M	Buy	78,210 +69,734	+823%	+$3.23M	0.35%	43
2024 Q1	$396K	Buy	+8,476	New	+$393K	0.05%	131

Other funds holding HYDB

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return