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Position history for WAWaverly Advisors, LLC's holdings in ISHARES TR

Waverly Advisors, LLC holds 122,603 shares of HYDB (ISHARES TR), worth $5.7M as of 2026-Q2. The position was increased (+5.2% shares). HYDB represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$5.7M

Current Shares

122,603

Total Value Change

+$4.4M

Total Shares Change

+94,005

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
122,603
+5.2%
$5.7M0.0%$46.24
29
2026-Q1
Increased
116,599
+3.2%
$5.4M0.0%$45.21
28
2025-Q4
Decreased
112,981
-3.2%
$5.3M0.0%$45.50
0
2025-Q3
Increased
116,719
+0.3%
$5.6M0.1%$44.93
27
2025-Q2
Decreased
116,319
-1.2%
$5.5M0.1%$43.80
0
2025-Q1
Increased
117,692
+12.0%
$5.5M0.1%$42.63
30
2024-Q4
Increased
105,088
+267.5%
$4.9M0.1%$42.09
43
2024-Q3
Increased
28,598
+43.4%
$1.4M0.0%$42.08
34

Other major holders of HYDB: BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC

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