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Ballentine Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Ballentine Partners’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
-6,299
Closed -$301K – 1045
2025
Q3 		$301K Buy
+6,299
New +$299K ﹤0.01% 706

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RH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $432B AUM 30.22% 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 $1.66T AUM 25.57% 1-Year Est. Return

Ballentine Partners's HYDB Position: Q4 2025 in Review

Ballentine Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 6,299 shares — an estimated $301K sold.

Ballentine Partners first reported a position in HYDB in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Ballentine Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ballentine Partners sold 6,299 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $301K.
  • Ballentine Partners first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and held it in 1 quarter.
  • Ballentine Partners's iShares High Yield Systematic Bond ETF position peaked at $301K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.