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Insight Wealth Strategies’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Insight Wealth Strategies’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
-481,910
Closed -$23.1M – 178
2025
Q3 		$23.1M Buy
481,910
+20,347
+4% +$966K 2.72% 10
2025
Q2 		$21.8M Buy
461,563
+230,646
+100% +$10.7M 2.75% 12
2025
Q1 		$10.9M Buy
230,917
+114,925
+99% +$5.44M 1.46% 18
2024
Q4 		$5.45M Buy
115,992
+5,016
+5% +$238K 0.73% 34
2024
Q3 		$5.33M Buy
110,976
+41,075
+59% +$1.94M 0.7% 32
2024
Q2 		$3.25M Buy
69,901
+636
+0.9% +$29.4K 0.46% 57
2024
Q1 		$3.24M Buy
+69,265
New +$3.21M 0.48% 51

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

Insight Wealth Strategies's HYDB Position: Q4 2025 in Review

Insight Wealth Strategies sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 481,910 shares — an estimated $23.1M sold.

Insight Wealth Strategies first reported a position in HYDB in Q1 2024 and held it in 7 quarters. The position peaked at $23.1M in Q3 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Insight Wealth Strategies reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 481,910 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $23.1M.
  • Insight Wealth Strategies first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and held it in 7 quarters.
  • Insight Wealth Strategies's iShares High Yield Systematic Bond ETF position peaked at $23.1M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.