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

CreativeOne 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
Q4 		– Sell
-60,640
Closed -$2.9M – 1219
2025
Q3 		$2.9M Buy
60,640
+3,492
+6% +$166K 0.07% 261
2025
Q2 		$2.71M Buy
57,148
+2,382
+4% +$111K 0.07% 263
2025
Q1 		$2.58M Buy
54,766
+872
+2% +$41.3K 0.08% 249
2024
Q4 		$2.53M Buy
+53,894
New +$2.56M 0.08% 240
2024
Q1 		– Sell
-6,753
Closed -$312K – 886
2023
Q4 		$312K Buy
+6,753
New +$301K 0.02% 488

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 $8.89B AUM 25.87% 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

CreativeOne Wealth's HYDB Position: Q4 2025 in Review

CreativeOne Wealth sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 60,640 shares — an estimated $2.9M sold.

CreativeOne Wealth first reported a position in HYDB in Q4 2023 and held it in 5 quarters. The position peaked at $2.9M in Q3 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • CreativeOne Wealth reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 60,640 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $2.9M.
  • CreativeOne Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 5 quarters.
  • CreativeOne Wealth's iShares High Yield Systematic Bond ETF position peaked at $2.9M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.