TWM
TSA Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
10,874
-16,320
| -60% | -$775K | 0.19% | 54 |
|
|
2025
Q1 | $1.28M | Buy |
27,194
+2,476
| +10% | +$117K | 0.51% | 31 |
|
|
2024
Q4 | $1.16M | Buy |
+24,718
| New | +$1.16M | 0.47% | 30 |
|
|
2024
Q1 | – | Sell |
-13,286
| Closed | -$614K | – | 59 |
|
|
2023
Q4 | $614K | Buy |
+13,286
| New | +$614K | 0.29% | 35 |
|