Armor Investment Advisors, LLC HYDB — ISHARES TR

Ownership history in Armor Investment Advisors, LLC  ·  15 quarters on record

AI Ownership Summary

Armor Investment Advisors, LLC reported ISHARES TR (HYDB) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.43% in 2025 Q3. The latest visible filing shows HYDB at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Armor Investment Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HYDB was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYDB stock page Armor Investment Advisors, LLC fund profile Armor Investment Advisors, LLC full holdings
How Armor Investment Advisors, LLC held HYDB — position size vs. price
% of Fund (quarterly)    HYDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,641 -110,394 -86.9% 0.28% $774K 2026-04-29 $46.42
2025 Q4 REDUCED 20.6% -0.6% ✅ 127,035 -32,951 -20.6% 2.21% $6.0M 2026-02-05 $46.30
2025 Q3 ADDED — — — 159,986 +139,205 +669.9% 2.43% $7.7M 2025-10-21 $45.36
2025 Q2 ADDED — — — 20,781 +1,127 +5.7% 0.37% $987K 2025-08-12 $44.69
2025 Q1 ADDED — — — 19,654 +529 +2.8% 0.38% $926K 2025-05-02 $42.85
2024 Q4 ADDED — — — 19,125 +27 +0.1% 0.37% $899K 2025-01-29 $43.06
2024 Q3 ADDED — — — 19,098 +20 +0.1% 0.38% $918K 2024-10-30 $42.26
2024 Q2 ADDED — — — 19,078 +2,479 +14.9% 0.41% $886K 2024-07-25 $41.02
2024 Q1 ADDED — — — 16,599 +487 +3.0% 0.37% $775K 2024-04-25 $39.52
2023 Q4 REDUCED — — — 16,112 -706 -4.2% 0.39% $744K 2024-01-19 $39.04
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HYDB

As of 2026 Q1 — sorted by position size

RENAISSANCERE HOLDINGS LTD 57.92% Boyd Wealth Management, LLC 3Y 5.67% LIBERTY SQUARE WEALTH PARTNERS LLC 5.12% Provident Living Financial Services, Inc. 4.59% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 4.4% TL Private Wealth 3Y 4.19% Mascagni Wealth Management, Inc. 3.48% Arch Global Advisors, LLC 3.31% Outlook Wealth Advisors, LLC 3Y 7Y 2.78% Capital Investment Counsel, LLC 2.73%

FAQ About Armor Investment Advisors, LLC and HYDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Armor Investment Advisors, LLC reported owning HYDB?

Armor Investment Advisors, LLC reported HYDB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HYDB position in Armor Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for HYDB was 2.43% in 2025 Q3.

What is the latest reported HYDB position on this page?

The most recent filing on this page is 2026 Q1, when Armor Investment Advisors, LLC reported 16,641 shares, equal to 0.28% of portfolio, with an estimated market value of $774K.

What does the chart on this HYDB ownership page compare?

The chart compares Armor Investment Advisors, LLC's quarterly HYDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Armor Investment Advisors, LLC time their HYDB position?

Based on 13F filing dates vs. subsequent HYDB price moves, Armor Investment Advisors, LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on HYDB relative to SPY over the holding period was -9.2%.

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