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Meridian Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Meridian Wealth Management’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
-12,535
Closed -$600K – 764
2025
Q3 		$600K Buy
12,535
+1,748
+16% +$83K 0.02% 432
2025
Q2 		$512K Buy
10,787
+2,867
+36% +$133K 0.02% 440
2025
Q1 		$373K Buy
7,920
+1,459
+23% +$69.1K 0.02% 480
2024
Q4 		$304K Buy
6,461
+432
+7% +$20.5K 0.01% 515
2024
Q3 		$290K Buy
+6,029
New +$284K 0.01% 528

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 $1.37T 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 $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 $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

Meridian Wealth Management's HYDB Position: Q4 2025 in Review

Meridian Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 12,535 shares — an estimated $600K sold.

Meridian Wealth Management first reported a position in HYDB in Q3 2024 and held it in 5 quarters. The position peaked at $600K in Q3 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Meridian Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 12,535 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $600K.
  • Meridian Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q3 2024 and held it in 5 quarters.
  • Meridian Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $600K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.