Jones Financial Companies
HYDB icon

Jones Financial Companies’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Jones Financial Companies’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
-486
Closed -$23.2K – 4494
2025
Q3 		$23.2K Buy
+486
New +$23.1K ﹤0.01% 2711
2025
Q1 		– Sell
-21
Closed -$987 – 3784
2024
Q4 		$987 Buy
+21
New +$997 ﹤0.01% 3140

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

Jones Financial Companies's HYDB Position: Q4 2025 in Review

Jones Financial Companies sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 486 shares — an estimated $23.2K sold.

Jones Financial Companies first reported a position in HYDB in Q4 2024 and held it in 2 quarters. The position peaked at $23.2K in Q3 2025. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Jones Financial Companies reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 486 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $23.2K.
  • Jones Financial Companies first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's iShares High Yield Systematic Bond ETF position peaked at $23.2K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.