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

Copperleaf Capital’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 Q3	$406K	Sell	8,492 -2,063	-20%	-$97.9K	0.19%	86
2025 Q2	$501K	Buy	10,555 +1,490	+16%	+$69.2K	0.25%	79
2025 Q1	$427K	Buy	+9,065	New	+$429K	0.26%	77
2024 Q2	–	Sell	-5,550	Closed	-$259K	–	94
2024 Q1	$259K	Buy	5,550 +250	+5%	+$11.6K	0.22%	77
2023 Q4	$245K	Buy	+5,300	New	+$236K	0.25%	71

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Copperleaf Capital's HYDB Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 20% in Q3 2025, selling an estimated $97.9K and leaving 8,492 shares worth $406K. The position accounts for 0.19% of the portfolio, ranked #86.

Copperleaf Capital first reported a position in HYDB in Q4 2023 and has held it in 5 quarters since. The position peaked at $501K in Q2 2025. 233 funds tracked by Wall St. Rank hold HYDB as of Q3 2025.

Copperleaf Capital held 8,492 shares of iShares High Yield Systematic Bond ETF worth $406K as of Q3 2025.
Copperleaf Capital sold 2,063 iShares High Yield Systematic Bond ETF shares in Q3 2025, an estimated $97.9K.
iShares High Yield Systematic Bond ETF made up 0.19% of Copperleaf Capital's portfolio in Q3 2025, its #86 holding.
Copperleaf Capital first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 5 quarters since.
Copperleaf Capital's iShares High Yield Systematic Bond ETF position peaked at $501K in Q2 2025.
233 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.