Glass Jacobson Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Glass Jacobson Investment 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	–	Sell	-7,796	Closed	-$367K	–	677
2025 Q1	$367K	Hold	7,796	–	–	0.12%	178
2024 Q4	$367K	Buy	7,796 +134	+2%	+$6.36K	0.12%	178
2024 Q3	$368K	Buy	7,662 +316	+4%	+$14.9K	0.12%	172
2024 Q2	$341K	Buy	7,346 +140	+2%	+$6.48K	0.12%	173
2024 Q1	$337K	Buy	7,206 +866	+14%	+$40.1K	0.13%	169
2023 Q4	$293K	Buy	6,340 +1,645	+35%	+$73.4K	0.12%	172
2023 Q3	$206K	Buy	4,695 +2,879	+159%	+$128K	0.09%	194
2023 Q2	$81.2K	Buy	+1,816	New	+$80.5K	0.04%	282

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

Glass Jacobson Investment Advisors's HYDB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 7,796 shares — an estimated $367K sold.

Glass Jacobson Investment Advisors first reported a position in HYDB in Q2 2023 and held it in 8 quarters. The position peaked at $368K in Q3 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 7,796 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $367K.
Glass Jacobson Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2023 and held it in 8 quarters.
Glass Jacobson Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $368K in Q3 2024.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.