WFA
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Wells Financial Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Wells Financial Advisors’s Portfolio HYDB Stock Details HYDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.2K Hold
320
– – 0.02% 71
2025
Q1 		$15.1K Hold
320
– – 0.02% 68
2024
Q4 		$15K Buy
+320
New +$15K 0.02% 72