Blue Trust Inc’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Blue Trust Inc’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	-5,383	Closed	-$258K	–	2622
2025 Q3	$258K	Sell	5,383 -1,007	-16%	-$47.8K	﹤0.01%	715
2025 Q2	$303K	Sell	6,390 -8,191	-56%	-$380K	﹤0.01%	625
2025 Q1	$687K	Sell	14,581 -102	-0.7%	-$4.83K	0.01%	331
2024 Q4	$690K	Buy	+14,683	New	+$697K	0.01%	294
2023 Q2	–	Sell	-36	Closed	-$2K	–	2253
2023 Q1	$2K	Hold	36	–	–	﹤0.01%	2007
2022 Q4	$2K	Hold	36	–	–	﹤0.01%	1930
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	1790
2022 Q2	$2K	Buy	+36	New	+$1.66K	﹤0.01%	1659

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

Blue Trust Inc's HYDB Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 5,383 shares — an estimated $258K sold.

Blue Trust Inc first reported a position in HYDB in Q2 2022 and held it in 8 quarters. The position peaked at $690K in Q4 2024. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

Blue Trust Inc reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
Blue Trust Inc sold 5,383 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $258K.
Blue Trust Inc first reported a position in iShares High Yield Systematic Bond ETF in Q2 2022 and held it in 8 quarters.
Blue Trust Inc's iShares High Yield Systematic Bond ETF position peaked at $690K in Q4 2024.
220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.