LFA
HYDB icon

LGT Financial Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

LGT Financial Advisors’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
-203
Closed -$9.71K – 295
2025
Q3 		$9.71K Buy
203
+201
+10,050% +$9.54K 0.02% 234
2025
Q2 		$92 Hold
2
– – ﹤0.01% 601
2025
Q1 		$89 Sell
2
-635
-100% -$30.1K ﹤0.01% 288
2024
Q4 		$30K Buy
+637
New +$30.2K 0.07% 227

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 $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 $432B AUM 30.22% 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 $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's HYDB Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 203 shares — an estimated $9.71K sold.

LGT Financial Advisors first reported a position in HYDB in Q4 2024 and held it in 4 quarters. The position peaked at $30K in Q4 2024. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 203 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $9.71K.
  • LGT Financial Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 4 quarters.
  • LGT Financial Advisors's iShares High Yield Systematic Bond ETF position peaked at $30K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.