Tennessee Valley Asset Management Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Tennessee Valley Asset Management 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
2026 Q1	$344K	Sell	7,403 -72,225	-91%	-$3.41M	0.05%	140
2025 Q4	$3.77M	Buy	79,628 +4,464	+6%	+$211K	0.49%	37
2025 Q3	$3.6M	Buy	+75,164	New	+$3.57M	0.49%	37
2025 Q2	–	Sell	-69,645	Closed	-$3.28M	–	107
2025 Q1	$3.28M	Buy	69,645 +60,991	+705%	+$2.89M	0.53%	30
2024 Q4	$407K	Sell	8,654 -497	-5%	-$23.6K	0.07%	102
2024 Q3	$440K	Buy	9,151 +509	+6%	+$24K	0.07%	100
2024 Q2	$401K	Buy	8,642 +37	+0.4%	+$1.71K	0.08%	104
2024 Q1	$402K	Buy	+8,605	New	+$399K	0.1%	85

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Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return