FIG Financial Advisory Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

FIG Financial Advisory 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	-43,015	Closed	-$2.03M	–	71
2025 Q1	$2.03M	Buy	43,015 +8,005	+23%	+$379K	1.43%	17
2024 Q4	$1.65M	Buy	+35,010	New	+$1.66M	1.12%	22

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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 $1.89T AUM 35.08% 1-Year Est. Return

FIG Financial Advisory Services's HYDB Position: Q2 2025 in Review

FIG Financial Advisory Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 43,015 shares — an estimated $2.03M sold.

FIG Financial Advisory Services first reported a position in HYDB in Q4 2024 and held it in 2 quarters. The position peaked at $2.03M in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

FIG Financial Advisory Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 43,015 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $2.03M.
FIG Financial Advisory Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
FIG Financial Advisory Services's iShares High Yield Systematic Bond ETF position peaked at $2.03M in Q1 2025.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on FIG Financial Advisory Services's 13F filing for Q2 2025, filed 10 Aug 2026.