JC
HYDB icon

JB Capital’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

JB Capital’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
-4,859
Closed -$232K – 265
2025
Q3 		$232K Buy
4,859
+90
+2% +$4.27K 0.01% 232
2025
Q2 		$226K Sell
4,769
-1,517
-24% -$70.4K 0.01% 225
2025
Q1 		$296K Sell
6,286
-341
-5% -$16.1K 0.02% 185
2024
Q4 		$312K Buy
+6,627
New +$315K 0.02% 182
2024
Q1 		– Sell
-6,245
Closed -$288K – 223
2023
Q4 		$288K Buy
+6,245
New +$279K 0.02% 169

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JB Capital's HYDB Position: Q4 2025 in Review

JB Capital sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 4,859 shares — an estimated $232K sold.

JB Capital first reported a position in HYDB in Q4 2023 and held it in 5 quarters. The position peaked at $312K in Q4 2024. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • JB Capital reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • JB Capital sold 4,859 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $232K.
  • JB Capital first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 5 quarters.
  • JB Capital's iShares High Yield Systematic Bond ETF position peaked at $312K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on JB Capital's 13F filing for Q4 2025, filed 20 Jan 2026.