Spire Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$576K	Buy	12,373 +3,973	+47%	+$188K	0.02%	511
2025 Q4	$398K	Buy	8,400 +7,850	+1,427%	+$372K	0.01%	597
2025 Q3	$26.3K	Sell	550 -387	-41%	-$18.4K	﹤0.01%	1438
2025 Q2	$44.5K	Sell	937 -156	-14%	-$7.24K	﹤0.01%	1246
2025 Q1	$51.5K	Sell	1,093 -8	-0.7%	-$379	﹤0.01%	1272
2024 Q4	$51.8K	Buy	1,101 +571	+108%	+$27.1K	﹤0.01%	1269
2024 Q3	$25.5K	Buy	530 +500	+1,667%	+$23.6K	﹤0.01%	1366
2024 Q2	$1.39K	Sell	30 -287	-91%	-$13.3K	﹤0.01%	2069
2024 Q1	$14.8K	Sell	317 -187	-37%	-$8.66K	﹤0.01%	1597
2023 Q4	$23.3K	Buy	+504	New	+$22.5K	﹤0.01%	1479
2023 Q3	–	Sell	-600	Closed	-$26.8K	–	2411
2023 Q2	$26.8K	Buy	+600	New	+$26.6K	﹤0.01%	1462