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GeoWealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

GeoWealth Management’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
-4,035
Closed -$193K – 794
2025
Q3 		$193K Buy
4,035
+71
+2% +$3.37K 0.01% 699
2025
Q2 		$188K Buy
+3,964
New +$184K 0.01% 675
2025
Q1 		– Sell
-659
Closed -$31K – 1404
2024
Q4 		$31K Buy
659
+525
+392% +$24.9K ﹤0.01% 1284
2024
Q3 		$6.44K Buy
+134
New +$6.32K ﹤0.01% 1422

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 $10.6B AUM 34.1% 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

GeoWealth Management's HYDB Position: Q4 2025 in Review

GeoWealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 4,035 shares — an estimated $193K sold.

GeoWealth Management first reported a position in HYDB in Q3 2024 and held it in 4 quarters. The position peaked at $193K in Q3 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • GeoWealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,035 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $193K.
  • GeoWealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's iShares High Yield Systematic Bond ETF position peaked at $193K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.