CWS
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Cypress Wealth Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Cypress Wealth 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
Q2 		– Sell
-6,687
Closed -$315K – 323
2025
Q1 		$315K Buy
6,687
+700
+12% +$33.1K 0.06% 211
2024
Q4 		$281K Buy
+5,987
New +$284K 0.06% 215

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
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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 $1.66T AUM 25.57% 1-Year Est. Return

Cypress Wealth Services's HYDB Position: Q2 2025 in Review

Cypress Wealth Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 6,687 shares — an estimated $315K sold.

Cypress Wealth Services first reported a position in HYDB in Q4 2024 and held it in 2 quarters. The position peaked at $315K in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Cypress Wealth Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 6,687 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $315K.
  • Cypress Wealth Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
  • Cypress Wealth Services's iShares High Yield Systematic Bond ETF position peaked at $315K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Cypress Wealth Services's 13F filing for Q2 2025, filed 28 Jul 2025.