Hobart Private Capital, LLC Principal Exchange Traded Fds Transaction History

Hobart Private Capital, LLC

$512 Billion
Q4 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 36,608 shares of YLD stock, worth $695,552. This represents 0.14% of its overall portfolio holdings.

Number of Shares

36,608

Previous 52,376 30.11%

Holding current value

$695,552

Previous $1.02 Billion 31.7%

% of portfolio

0.14%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$18.99 - $19.36 $299,434 - $305,268	-15,768 Reduced 30.11%	36,608 $696 Million
Q3 2025 Oct 01, 2025	BUY	$19.14 - $19.46 $6,143 - $6,246	321 Added 0.62%	52,376 $1.02 Billion
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

18M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

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Hobart Private Capital, LLC Principal Exchange Traded Fds Transaction History