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HYDB
Showing 8 of 9 quarters

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

Wealthspire Advisors, LLC holds 1.5M shares of HYDB (ISHARES TR), worth $70.4M as of 2026-Q1. The position was increased (+6.1% shares). HYDB represents 0.6% of Wealthspire Advisors, LLC's portfolio.

Current Value

$70.4M

Current Shares

1.5M

Total Value Change

+$65.6M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+6.1%
$70.4M0.6%$47.13
44
2025-Q4
Increased
1.4M
+9.8%
$67.6M0.5%$47.12
46
2025-Q3
Increased
1.3M
+2.9%
$62.2M0.3%$46.54
36
2025-Q2
Increased
1.3M
+1.6%
$60M0.3%$45.15
36
2025-Q1
Increased
1.2M
+4.7%
$58.6M0.3%$44.06
37
2024-Q4
Increased
1.2M
+12.6%
$55.9M0.6%$43.51
47
2024-Q3
Increased
1.1M
+915.6%
$50.7M0.5%$43.52
67
2024-Q2
Increased
103,874
+145.3%
$4.8M0.1%$41.34
43

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

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