Waverly 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
$5.52M Sell
116,319
-1,373
-1% -$65.2K 0.06% 290
2025
Q1
$5.54M Buy
117,692
+12,604
+12% +$594K 0.07% 275
2024
Q4
$4.94M Buy
105,088
+76,490
+267% +$3.6M 0.08% 219
2024
Q3
$1.37M Buy
28,598
+8,660
+43% +$416K 0.03% 394
2024
Q2
$926K Buy
+19,938
New +$926K 0.02% 443