HPM
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Hoxton Planning & Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Hoxton Planning & 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
-11,409
Closed -$537K – 215
2025
Q1 		$537K Buy
+11,409
New +$540K 0.2% 100

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
Envestnet Asset Management
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hoxton Planning & Management's HYDB Position: Q2 2025 in Review

Hoxton Planning & Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 11,409 shares — an estimated $537K sold.

Hoxton Planning & Management first reported a position in HYDB in Q1 2025 and held it in 1 quarter. The position peaked at $537K in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Hoxton Planning & Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 11,409 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $537K.
  • Hoxton Planning & Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and held it in 1 quarter.
  • Hoxton Planning & Management's iShares High Yield Systematic Bond ETF position peaked at $537K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Hoxton Planning & Management's 13F filing for Q2 2025, filed 6 Aug 2025.