Summit Wealth Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
11,760
-11,424
| -49% | -$542K | 0.11% | 123 |
|
|
2025
Q1 | $1.09M | Sell |
23,184
-5,635
| -20% | -$265K | 0.22% | 76 |
|
|
2024
Q4 | $1.35M | Buy |
28,819
+1,565
| +6% | +$73.6K | 0.28% | 66 |
|
|
2024
Q3 | $1.31M | Buy |
27,254
+16,717
| +159% | +$803K | 0.25% | 73 |
|
|
2024
Q2 | $489K | Buy |
10,537
+3,441
| +48% | +$160K | 0.1% | 135 |
|
|
2024
Q1 | $332K | Buy |
+7,096
| New | +$332K | 0.07% | 164 |
|