AWM
HYDB icon

Alterna Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Alterna Wealth Management’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
Q4 		– Sell
-5,141
Closed -$246K – 107
2025
Q3 		$246K Buy
+5,141
New +$244K 0.2% 85
2025
Q1 		– Sell
-4,585
Closed -$216K – 113
2024
Q4 		$216K Buy
+4,585
New +$218K 0.18% 92

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alterna Wealth Management's HYDB Position: Q4 2025 in Review

Alterna Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 5,141 shares — an estimated $246K sold.

Alterna Wealth Management first reported a position in HYDB in Q4 2024 and held it in 2 quarters. The position peaked at $246K in Q3 2025. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Alterna Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 5,141 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $246K.
  • Alterna Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
  • Alterna Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $246K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Alterna Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.