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Legacy Wealth Management (Idaho)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Legacy Wealth Management (Idaho)’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
-999
Closed -$47K – 814
2025
Q1 		$47K Buy
+999
New +$47.3K 0.03% 146

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

Legacy Wealth Management (Idaho)'s HYDB Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 999 shares — an estimated $47K sold.

Legacy Wealth Management (Idaho) first reported a position in HYDB in Q1 2025 and held it in 1 quarter. The position peaked at $47K in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 999 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $47K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s iShares High Yield Systematic Bond ETF position peaked at $47K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.