Horst & Graben Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Horst & Graben Wealth 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 Q2	–	Sell	-5,930	Closed	-$279K	–	179
2025 Q1	$279K	Sell	5,930 -13,459	-69%	-$637K	0.05%	126
2024 Q4	$911K	Buy	+19,389	New	+$921K	0.16%	66
2024 Q1	–	Sell	-4,605	Closed	-$213K	–	146
2023 Q4	$213K	Buy	+4,605	New	+$205K	0.05%	129

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

Horst & Graben Wealth Management's HYDB Position: Q2 2025 in Review

Horst & Graben Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 5,930 shares — an estimated $279K sold.

Horst & Graben Wealth Management first reported a position in HYDB in Q4 2023 and held it in 3 quarters. The position peaked at $911K in Q4 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

Horst & Graben Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
Horst & Graben Wealth Management sold 5,930 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $279K.
Horst & Graben Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 3 quarters.
Horst & Graben Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $911K in Q4 2024.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.