HYDB — ISHARES TR

Ownership history in CreativeOne Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, 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
0.08% (2024 Q4)
Avg. % of fund
0.06%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 60,640 +3,492 +6.1% 0.07% $2.9M $46.23
2025 Q2 ADDED 57,148 +2,382 +4.3% 0.07% $2.7M $45.07
2025 Q1 ADDED 54,766 +872 +1.6% 0.08% $2.6M $43.87
2024 Q4 ADDED 53,894 +47,141 +698.1% 0.08% $2.5M $43.32
2023 Q4 INITIATED 6,753 — — 0.02% $312K —
% 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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