Summit Wealth Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Summit Wealth Partners’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
2025 Q3	$459K	Sell
2025 Q2	$558K	Sell
2025 Q1	$1.09M	Sell
2024 Q4	$1.35M	Buy
2024 Q3	$1.31M	Buy
2024 Q2	$489K	Buy
2024 Q1	$332K	Buy