CFS Investment Advisory Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

CFS Investment Advisory Services’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	-5,881	Closed	-$280K	–	340
2025 Q3	$280K	Buy	5,881 +648	+12%	+$30.8K	0.02%	296
2025 Q2	$248K	Sell	5,233 -13,451	-72%	-$624K	0.02%	297
2025 Q1	$880K	Sell	18,684 -677	-3%	-$32K	0.08%	177
2024 Q4	$910K	Buy	19,361 +13,778	+247%	+$654K	0.08%	165
2024 Q3	$268K	Buy	+5,583	New	+$263K	0.02%	262

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

CFS Investment Advisory Services's HYDB Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 5,881 shares — an estimated $280K sold.

CFS Investment Advisory Services first reported a position in HYDB in Q3 2024 and held it in 5 quarters. The position peaked at $910K in Q4 2024. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

CFS Investment Advisory Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 5,881 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $280K.
CFS Investment Advisory Services first reported a position in iShares High Yield Systematic Bond ETF in Q3 2024 and held it in 5 quarters.
CFS Investment Advisory Services's iShares High Yield Systematic Bond ETF position peaked at $910K in Q4 2024.
220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.