Avantax Advisory Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
57,445
+1,079
+2% +$50.1K 0.02% 659
2025
Q1
$2.65M Buy
56,366
+5,532
+11% +$262K 0.02% 631
2024
Q4
$2.39M Buy
50,834
+25,681
+102% +$1.22M 0.02% 637
2024
Q3
$1.21M Buy
25,153
+13,187
+110% +$622K 0.01% 926
2024
Q2
$556K Buy
11,966
+2,352
+24% +$109K ﹤0.01% 1293
2024
Q1
$449K Buy
+9,614
New +$445K ﹤0.01% 1096

Other funds holding HYDB

Avantax Advisory Services's HYDB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.9% in Q2 2025, buying an estimated $50.1K and bringing the position to 57,445 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #659.

Avantax Advisory Services first reported a position in HYDB in Q1 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Avantax Advisory Services held 57,445 shares of iShares High Yield Systematic Bond ETF worth $2.73M as of Q2 2025.
  • Avantax Advisory Services bought 1,079 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $50.1K.
  • iShares High Yield Systematic Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #659 holding.
  • Avantax Advisory Services first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.