Ocean Park Asset Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Ocean Park Asset 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	-427,800	Closed	-$20.5M	–	92
2025 Q3	$20.5M	Buy	427,800 +187,001	+78%	+$8.88M	0.84%	28
2025 Q2	$11.3M	Hold	240,799	–	–	0.4%	34
2025 Q1	$11.3M	Buy	240,799 +65,600	+37%	+$3.11M	0.4%	34
2024 Q4	$8.24M	Buy	175,199 +199	+0.1%	+$9.45K	0.28%	36
2024 Q3	$8.41M	Buy	+175,000	New	+$8.25M	0.37%	40

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ocean Park Asset Management's HYDB Position: Q4 2025 in Review

Ocean Park Asset Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 427,800 shares — an estimated $20.5M sold.

Ocean Park Asset Management first reported a position in HYDB in Q3 2024 and held it in 5 quarters. The position peaked at $20.5M in Q3 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

Ocean Park Asset Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
Ocean Park Asset Management sold 427,800 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $20.5M.
Ocean Park Asset Management first reported a position in iShares High Yield Systematic Bond ETF in Q3 2024 and held it in 5 quarters.
Ocean Park Asset Management's iShares High Yield Systematic Bond ETF position peaked at $20.5M in Q3 2025.
219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Ocean Park Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.