Wealthspire Advisors, LLC HYDB — ISHARES TR

Ownership history in Wealthspire Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Wealthspire Advisors, LLC reported ISHARES TR (HYDB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q4. The latest visible filing shows HYDB at 0.55% 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.

What this HYDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire 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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 Wealthspire Advisors, LLC fund profile Wealthspire Advisors, LLC full holdings
How Wealthspire 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,514,236 +87,247 +6.1% 0.55% $70.4M 2026-05-01 $46.87
2025 Q4 ADDED — — — 1,426,989 +127,250 +9.8% 0.54% $67.6M 2026-02-13 $46.76
2025 Q3 ADDED — — — 1,299,739 +36,193 +2.9% 0.33% $62.2M 2025-11-14 $45.56
2025 Q2 ADDED — — — 1,263,546 +19,554 +1.6% 0.34% $60.0M 2025-08-11 $44.85
2025 Q1 ADDED — — — 1,243,992 +55,729 +4.7% 0.35% $58.6M 2025-05-09 $43.09
2024 Q4 ADDED — — — 1,188,263 +133,293 +12.6% 0.56% $55.9M 2025-02-04 $43.36
2024 Q3 ADDED — — — 1,054,970 +951,096 +915.6% 0.52% $50.7M 2024-11-13 $42.85
2024 Q2 ADDED — — — 103,874 +61,531 +145.3% 0.06% $4.8M 2024-08-08 $41.32
2024 Q1 INITIATED — — — 42,343 — — 0.03% $2.0M 2024-05-06 $40.43

🏢 Other funds also holding HYDB

As of 2026 Q1 — sorted by position size

Boyd Wealth Management, LLC 3Y 5.67% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 4.4% TL Private Wealth 3Y 4.19% Arch Global Advisors, LLC 3.31% Outlook Wealth Advisors, LLC 3Y 7Y 2.78% Capital Investment Counsel, LLC 2.73% BEACON FINANCIAL PLANNING, INC 3Y 1.9% RETIREMENT PLANNING GROUP, LLC / NY 1.68% TFB Advisors LLC 3Y 1.15% SEAMOUNT FINANCIAL GROUP INC 0.6%

FAQ About Wealthspire 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 Wealthspire Advisors, LLC reported owning HYDB?

Wealthspire Advisors, LLC reported HYDB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for HYDB was 0.56% in 2024 Q4.

What is the latest reported HYDB position on this page?

The most recent filing on this page is 2026 Q1, when Wealthspire Advisors, LLC reported 1,514,236 shares, equal to 0.55% of portfolio, with an estimated market value of $70.4M.

What does the chart on this HYDB ownership page compare?

The chart compares Wealthspire 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 Wealthspire Advisors, LLC time their HYDB position?

Based on 13F filing dates vs. subsequent HYDB price moves, Wealthspire Advisors, LLC correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on HYDB relative to SPY over the holding period was -10.0%.

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