Hobart Private Capital, LLC Principal Exchange Traded Fds Transaction History

Hobart Private Capital, LLC

$441 Billion
Q2 2025

A detailed history of Hobart Private Capital, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Hobart Private Capital, LLC holds 52,055 shares of YLD stock, worth $1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

52,055

Previous 51,289 1.49%

Holding current value

$1 Million

Previous $977 Million 3.2%

% of portfolio

0.23%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$18.16 - $19.37 $13,910 - $14,837	766 Added 1.49%	52,055 $1.01 Billion
Q1 2025 Apr 01, 2025	SELL	$19.03 - $19.51 $309,465 - $317,271	-16,262 Reduced 24.07%	51,289 $977 Million
Q4 2024 Jan 28, 2025	BUY	$19.17 - $19.61 $524,088 - $536,117	27,339 Added 67.99%	67,551 $1.3 Billion
Q3 2024 Nov 07, 2024	BUY	$18.89 - $19.62 $178,623 - $185,526	9,456 Added 30.75%	40,212 $785 Million
Q2 2024 Jul 30, 2024	BUY	$18.74 - $19.15 $148,776 - $152,031	7,939 Added 34.79%	30,756 $586 Million
Q1 2024 Apr 15, 2024	BUY	$18.75 - $19.2 $427,818 - $438,086	22,817 New	22,817 $437 Million

Others Institutions Holding YLD

# of Institutions

Shares Held

13.1M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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Hobart Private Capital, LLC Principal Exchange Traded Fds Transaction History