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WealthShield Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

WealthShield Partners’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 		$10.1K Hold
217
– – ﹤0.01% 535
2025
Q4 		$10.3K Sell
217
-4,499
-95% -$213K ﹤0.01% 512
2025
Q3 		$226K Buy
4,716
+117
+3% +$5.55K 0.03% 313
2025
Q2 		$218K Sell
4,599
-4,160
-47% -$193K 0.03% 311
2025
Q1 		$412K Buy
8,759
+466
+6% +$22.1K 0.05% 236
2024
Q4 		$390K Buy
+8,293
New +$394K 0.06% 225
2024
Q1 		– Sell
-3,045
Closed -$141K – 495
2023
Q4 		$141K Buy
+3,045
New +$136K 0.02% 298

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RH
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FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return