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

Bay Harbor 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	-2,380	Closed	-$114K	–	1335
2025 Q3	$114K	Buy	2,380 +22	+0.9%	+$1.04K	0.03%	78
2025 Q2	$112K	Sell	2,358 -3,760	-61%	-$175K	0.03%	74
2025 Q1	$288K	Buy	6,118 +606	+11%	+$28.7K	0.09%	45
2024 Q4	$259K	Buy	+5,512	New	+$262K	0.08%	44
2024 Q1	–	Sell	-2,224	Closed	-$103K	–	178
2023 Q4	$103K	Buy	+2,224	New	+$99.2K	0.04%	57

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

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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bay Harbor Wealth Management's HYDB Position: Q4 2025 in Review

Bay Harbor Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 2,380 shares — an estimated $114K sold.

Bay Harbor Wealth Management first reported a position in HYDB in Q4 2023 and held it in 5 quarters. The position peaked at $288K in Q1 2025. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

Bay Harbor Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 2,380 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $114K.
Bay Harbor Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 5 quarters.
Bay Harbor Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $288K in Q1 2025.
220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.