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Oliver Lagore Vanvalin Investment Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$19.5K Buy
+415
New +$19.3K 0.01% 342
2024
Q4 		$20K Buy
+425
New +$20.2K 0.01% 363
2024
Q1 		– Sell
-42
Closed -$1.94K – 778
2023
Q4 		$1.94K Buy
+42
New +$1.87K ﹤0.01% 633

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

Oliver Lagore Vanvalin Investment Group's HYDB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025: 415 shares worth $19.5K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HYDB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HYDB in Q4 2023 and has held it in 3 quarters since. The position peaked at $20K in Q4 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 415 shares of iShares High Yield Systematic Bond ETF worth $19.5K as of Q2 2025.
  • iShares High Yield Systematic Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #342 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares High Yield Systematic Bond ETF position peaked at $20K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.