HYDB — ISHARES TR

Ownership history in MA Private Wealth  ·  4 quarters on record

This page tracks every 13F SEC filing in which MA Private Wealth 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
1.6% (2025 Q4)
Avg. % of fund
1.06%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 202,956 +31,197 +18.2% 1.60% $9.6M $46.82
2025 Q3 ADDED 171,759 +33,903 +24.6% 1.38% $8.2M $46.23
2025 Q2 ADDED 137,856 +128,285 +1340.4% 1.17% $6.5M $45.07
2025 Q1 INITIATED 9,571 — — 0.08% $451K $43.87
% 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% Strategic Financial Concepts, LLC 1.48% IMA Advisory Services, Inc. 3Y 7Y 1.34%
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