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

EP Wealth Advisors’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	$138K	Buy	+2,904	New	+$135K	﹤0.01%	1336

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's HYDB Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025: 2,904 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings.

217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

EP Wealth Advisors held 2,904 shares of iShares High Yield Systematic Bond ETF worth $138K as of Q2 2025.
iShares High Yield Systematic Bond ETF was a new EP Wealth Advisors position in Q2 2025.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1336 holding.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.