Wealthspire Advisors (New York)’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 | $60M | Buy |
1,263,546
+19,554
| +2% | +$928K | 0.34% | 43 |
|
|
2025
Q1 | $58.6M | Buy |
1,243,992
+55,729
| +5% | +$2.62M | 0.35% | 43 |
|
|
2024
Q4 | $55.9M | Buy |
1,188,263
+133,293
| +13% | +$6.27M | 0.56% | 38 |
|
|
2024
Q3 | $50.7M | Buy |
1,054,970
+951,096
| +916% | +$45.7M | 0.52% | 41 |
|
|
2024
Q2 | $4.82M | Buy |
103,874
+61,531
| +145% | +$2.86M | 0.06% | 120 |
|
|
2024
Q1 | $1.98M | Buy |
+42,343
| New | +$1.98M | 0.03% | 198 |
|