Ancora Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Ancora Advisors’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 Q3	–	Sell	-101	Closed	-$4.79K	–	2002
2025 Q2	$4.79K	Hold	101	–	–	﹤0.01%	1495
2025 Q1	$4.76K	Sell	101 -23	-19%	-$1.09K	﹤0.01%	1434
2024 Q4	$5.83K	Hold	124	–	–	﹤0.01%	1434
2024 Q3	$5.96K	Sell	124 -9	-7%	-$424	﹤0.01%	1418
2024 Q2	$6.18K	Sell	133 -29	-18%	-$1.34K	﹤0.01%	1401
2024 Q1	$7.57K	Buy	162 +20	+14%	+$926	﹤0.01%	1385
2023 Q4	$6.56K	Buy	+142	New	+$6.33K	﹤0.01%	1359

Other funds holding HYDB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Ancora Advisors's HYDB Position: Q3 2025 in Review

Ancora Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2025, closing a stake of 101 shares — an estimated $4.79K sold.

Ancora Advisors first reported a position in HYDB in Q4 2023 and held it in 7 quarters. The position peaked at $7.57K in Q1 2024. 234 funds tracked by Wall St. Rank hold HYDB as of Q3 2025.

Ancora Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
Ancora Advisors sold 101 iShares High Yield Systematic Bond ETF shares in Q3 2025, an estimated $4.79K.
Ancora Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 7 quarters.
Ancora Advisors's iShares High Yield Systematic Bond ETF position peaked at $7.57K in Q1 2024.
234 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.