Envestnet Portfolio Solutions
HYDB icon

Envestnet Portfolio Solutions’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$5.85M Buy
125,788
+96,743
+333% +$4.57M 0.03% 262
2025
Q4 		$1.38M Sell
29,045
-50,215
-63% -$2.38M ﹤0.01% 654
2025
Q3 		$3.79M Sell
79,260
-1,406
-2% -$66.7K 0.01% 406
2025
Q2 		$3.83M Sell
80,666
-182,939
-69% -$8.49M 0.01% 420
2025
Q1 		$12.4M Sell
263,605
-65,443
-20% -$3.1M 0.05% 194
2024
Q4 		$15.5M Buy
329,048
+309,379
+1,573% +$14.7M 0.05% 176
2024
Q3 		$945K Sell
19,669
-905
-4% -$42.7K ﹤0.01% 924
2024
Q2 		$955K Buy
20,574
+5,006
+32% +$232K ﹤0.01% 879
2024
Q1 		$727K Sell
15,568
-59,599
-79% -$2.76M ﹤0.01% 962
2023
Q4 		$3.47M Buy
75,167
+69,746
+1,287% +$3.11M 0.01% 431
2023
Q3 		$238K Buy
+5,421
New +$241K ﹤0.01% 1349

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $730M AUM 16.46% 1-Year Est. Return