United Capital Financial Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

United Capital Financial Advisors’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	$842K	Sell	18,159 -1,618	-8%	-$76.4K	0.01%	826
2025 Q4	$936K	Sell	19,777 -30,114	-60%	-$1.43M	0.01%	758
2025 Q3	$2.39M	Buy	49,891 +562	+1%	+$26.7K	0.02%	428
2025 Q2	$2.34M	Sell	49,329 -71,629	-59%	-$3.32M	0.02%	411
2025 Q1	$5.7M	Sell	120,958 -26,972	-18%	-$1.28M	0.05%	259
2024 Q4	$6.95M	Buy	147,930 +99,386	+205%	+$4.72M	0.06%	217
2024 Q3	$2.33M	Sell	48,544 -7,127	-13%	-$336K	0.02%	384
2024 Q2	$2.59M	Sell	55,671 -1,318	-2%	-$61K	0.02%	354
2024 Q1	$2.66M	Buy	56,989 +25,936	+84%	+$1.2M	0.02%	376
2023 Q4	$1.43M	Buy	+31,053	New	+$1.39M	0.01%	484

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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