Triad 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 | $2.59M | Sell |
54,495
-13,586
| -20% | -$645K | 0.52% | 40 |
|
|
2025
Q1 | $3.21M | Buy |
68,081
+5,648
| +9% | +$266K | 1% | 25 |
|
|
2024
Q4 | $2.93M | Buy |
62,433
+4,496
| +8% | +$211K | 1.06% | 24 |
|
|
2024
Q3 | $2.78M | Sell |
57,937
-19,101
| -25% | -$918K | 1.48% | 22 |
|
|
2024
Q2 | $3.58M | Buy |
77,038
+13,055
| +20% | +$606K | 1.87% | 14 |
|
|
2024
Q1 | $2.99M | Buy |
+63,983
| New | +$2.99M | 2.29% | 14 |
|