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Mount Yale Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-2,655
Closed -$126K – 1087
2025
Q2 		$126K Buy
+2,655
New +$123K 0.01% 620

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.01B AUM 28.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Mount Yale Investment Advisors's HYDB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2025, closing a stake of 2,655 shares — an estimated $126K sold.

Mount Yale Investment Advisors first reported a position in HYDB in Q2 2025 and held it in 1 quarter. The position peaked at $126K in Q2 2025. 234 funds tracked by Wall St. Rank hold HYDB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,655 iShares High Yield Systematic Bond ETF shares in Q3 2025, an estimated $126K.
  • Mount Yale Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $126K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.