CAL
HYDB icon

Capital Analysts LLC’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Capital Analysts LLC’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
-2,716
Closed -$129K – 1487
2025
Q3 		$129K Sell
2,716
-166
-6% -$7.88K ﹤0.01% 674
2025
Q2 		$137K Sell
2,882
-1,375
-32% -$63.8K ﹤0.01% 606
2025
Q1 		$200K Buy
4,257
+207
+5% +$9.8K 0.01% 532
2024
Q4 		$190K Buy
+4,050
New +$192K 0.01% 497

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
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 $374B AUM 17.66% 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 $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's HYDB Position: Q4 2025 in Review

Capital Analysts LLC sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 2,716 shares — an estimated $129K sold.

Capital Analysts LLC first reported a position in HYDB in Q4 2024 and held it in 4 quarters. The position peaked at $200K in Q1 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Capital Analysts LLC reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 2,716 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $129K.
  • Capital Analysts LLC first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 4 quarters.
  • Capital Analysts LLC's iShares High Yield Systematic Bond ETF position peaked at $200K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Capital Analysts LLC's 13F filing for Q4 2025, filed 11 Feb 2026.