Kovitz Investment Group Partners
HYDB icon

Kovitz Investment Group Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Kovitz Investment Group Partners’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
-71,627
Closed -$3.37M – 1378
2025
Q1 		$3.37M Sell
71,627
-419
-0.6% -$19.8K 0.02% 478
2024
Q4 		$3.4M Buy
+72,046
New +$3.42M 0.02% 478

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Kovitz Investment Group Partners's HYDB Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 71,627 shares — an estimated $3.37M sold.

Kovitz Investment Group Partners first reported a position in HYDB in Q4 2024 and held it in 2 quarters. The position peaked at $3.4M in Q4 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 71,627 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $3.37M.
  • Kovitz Investment Group Partners first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares High Yield Systematic Bond ETF position peaked at $3.4M in Q4 2024.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.