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Seamount Financial Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Seamount Financial Group’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 		$1.33M Buy
28,669
+2,734
+11% +$129K 0.6% 42
2025
Q4 		$1.23M Sell
25,935
-2,208
-8% -$105K 0.56% 42
2025
Q3 		$1.35M Buy
28,143
+773
+3% +$36.7K 0.64% 39
2025
Q2 		$1.3M Buy
27,370
+934
+4% +$43.4K 0.67% 38
2025
Q1 		$1.24M Buy
26,436
+9,014
+52% +$427K 0.85% 32
2024
Q4 		$819K Buy
17,422
+10,552
+154% +$501K 0.57% 44
2024
Q3 		$330K Sell
6,870
-289
-4% -$13.6K 0.25% 79
2024
Q2 		$332K Buy
7,159
+20
+0.3% +$926 0.27% 76
2024
Q1 		$334K Buy
7,139
+175
+3% +$8.11K 0.29% 70
2023
Q4 		$322K Buy
+6,964
New +$311K 0.31% 69

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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
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Envestnet Asset Management
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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