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Cook Wealth’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Cook Wealth’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
Q2 		– Sell
-14,791
Closed -$681K – 26
2025
Q1 		$681K Buy
14,791
+773
+6% +$36.6K 0.33% 30
2024
Q4 		$666K Buy
14,018
+1,112
+9% +$52.8K 0.31% 31
2024
Q3 		$612K Buy
12,906
+656
+5% +$30.9K 0.31% 32
2024
Q2 		$574K Sell
12,250
-648
-5% -$30K 0.31% 34
2024
Q1 		$596K Buy
12,898
+1,207
+10% +$55.9K 0.36% 30
2023
Q4 		$540K Buy
11,691
+3,583
+44% +$160K 0.34% 31
2023
Q3 		$351K Buy
+8,108
New +$361K 0.27% 31

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cook Wealth's HYDB Position: Q2 2025 in Review

Cook Wealth sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 14,791 shares — an estimated $681K sold.

Cook Wealth first reported a position in HYDB in Q3 2023 and held it in 7 quarters. The position peaked at $681K in Q1 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Cook Wealth reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 14,791 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $681K.
  • Cook Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q3 2023 and held it in 7 quarters.
  • Cook Wealth's iShares High Yield Systematic Bond ETF position peaked at $681K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.