Wealthspire Advisors (New York)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Wealthspire Advisors (New York)’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	$70.4M	Buy	1,514,236 +87,247	+6%	+$4.12M	0.55%	36
2025 Q4	$67.6M	Buy	1,426,989 +127,250	+10%	+$6.03M	0.54%	35
2025 Q3	$62.2M	Buy	1,299,739 +36,193	+3%	+$1.72M	0.33%	45
2025 Q2	$60M	Buy	1,263,546 +19,554	+2%	+$908K	0.34%	43
2025 Q1	$58.6M	Buy	1,243,992 +55,729	+5%	+$2.64M	0.35%	43
2024 Q4	$55.9M	Buy	1,188,263 +133,293	+13%	+$6.33M	0.56%	38
2024 Q3	$50.7M	Buy	1,054,970 +951,096	+916%	+$44.9M	0.52%	41
2024 Q2	$4.82M	Buy	103,874 +61,531	+145%	+$2.85M	0.06%	120
2024 Q1	$1.98M	Buy	+42,343	New	+$1.96M	0.03%	198

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

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

Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return