HYDB — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (HYDB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 897 -9,032 -91.0% 0.00% $43K $46.23
2024 Q3 UNCHANGED 9,929 — 0% 0.01% $461K $43.30
2024 Q2 REDUCED 9,929 -919 -8.5% 0.01% $461K $41.11
2024 Q1 ADDED 10,848 +10,257 +1735.5% 0.01% $507K $40.57
2023 Q4 INITIATED 591 — — 0.00% $27K —
% of Fund (quarterly)    HYDB price (monthly, adj. close)

Other funds also holding HYDB

As of 2025 Q4 — sorted by position size

COTTONWOOD CAPITAL ADVISORS, LLC 3Y 4.2% TL Private Wealth 3Y 4.03% STRATEGIC PLANNING GROUP, LLC 3.46% Outlook Wealth Advisors, LLC 3Y 7Y 2.96% Capital Investment Counsel, LLC 2.73% Cornerstone Planning Group LLC 3Y 2.62% Armor Investment Advisors, LLC 3Y 7Y 2.21% BEACON FINANCIAL PLANNING, INC 3Y 1.67% MA Private Wealth 3Y 7Y 1.6% Strategic Financial Concepts, LLC 1.48%
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