Triad Wealth Partners, LLC Ishares Tr Edge High Yield Def Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 62,433 shares of HYDB stock, worth $2.98 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

62,433

Previous 57,937 7.76%

Holding current value

$2.98 Million

Previous $2.78 Billion 5.41%

% of portfolio

1.06%

Previous 1.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$46.68 - $47.95 $209,873 - $215,583	4,496 Added 7.76%	62,433 $2.93 Billion
Q3 2024 Oct 21, 2024	SELL	$46.14 - $48.06 $881,320 - $917,994	-19,101 Reduced 24.79%	57,937 $2.78 Billion
Q2 2024 Jul 18, 2024	BUY	$45.56 - $46.71 $594,785 - $609,799	13,055 Added 20.4%	77,038 $3.58 Billion
Q1 2024 Apr 23, 2024	BUY	$45.81 - $46.79 $2.93 Million - $2.99 Million	63,983 New	63,983 $2.99 Billion

Others Institutions Holding HYDB

# of Institutions

240

Shares Held

20.5M

Call Options Held

Put Options Held

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About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

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Triad Wealth Partners, LLC Ishares Tr Edge High Yield Def Transaction History