United Capital Financial Advisors’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 | $2.34M | Sell |
49,329
-71,629
| -59% | -$3.4M | 0.02% | 409 |
|
|
2025
Q1 | $5.7M | Sell |
120,958
-26,972
| -18% | -$1.27M | 0.05% | 258 |
|
|
2024
Q4 | $6.95M | Buy |
147,930
+99,386
| +205% | +$4.67M | 0.06% | 216 |
|
|
2024
Q3 | $2.33M | Sell |
48,544
-7,127
| -13% | -$343K | 0.02% | 384 |
|
|
2024
Q2 | $2.59M | Sell |
55,671
-1,318
| -2% | -$61.2K | 0.02% | 353 |
|
|
2024
Q1 | $2.66M | Buy |
56,989
+25,936
| +84% | +$1.21M | 0.02% | 375 |
|
|
2023
Q4 | $1.43M | Buy |
+31,053
| New | +$1.43M | 0.01% | 484 |
|