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

Bay Colony 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 Q1	–	Sell	-5,880	Closed	-$276K	–	465
2024 Q4	$276K	Buy	+5,880	New	+$279K	0.04%	352
2021 Q4	–	Sell	-4,049	Closed	-$209K	–	378
2021 Q3	$209K	Buy	+4,049	New	+$210K	0.07%	320
2021 Q2	–	Sell	-3,982	Closed	-$205K	–	357
2021 Q1	$205K	Sell	3,982 -72	-2%	-$3.69K	0.08%	302
2020 Q4	$208K	Buy	+4,054	New	+$203K	0.11%	264

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bay Colony Advisors's HYDB Position: Q1 2025 in Review

Bay Colony Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025, closing a stake of 5,880 shares — an estimated $276K sold.

Bay Colony Advisors first reported a position in HYDB in Q4 2020 and held it in 4 quarters. The position peaked at $276K in Q4 2024. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

Bay Colony Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
Bay Colony Advisors sold 5,880 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $276K.
Bay Colony Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2020 and held it in 4 quarters.
Bay Colony Advisors's iShares High Yield Systematic Bond ETF position peaked at $276K in Q4 2024.
244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Bay Colony Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.