FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio HYDB Stock Details HYDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-43,015	Closed	-$2.03M	–	71
2025 Q1	$2.03M	Buy	43,015 +8,005	+23%	+$379K	1.43%	17
2024 Q4	$1.65M	Buy	+35,010	New	+$1.66M	1.12%	22

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's HYDB Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 43,015 shares — an estimated $2.03M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in HYDB in Q4 2024 and held it in 2 quarters. The position peaked at $2.03M in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 43,015 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $2.03M.
FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares High Yield Systematic Bond ETF position peaked at $2.03M in Q1 2025.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.