ORG Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

ORG Partners’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	$2.37K	Hold	50	–	–	﹤0.01%	1412
2025 Q3	$2.39K	Buy	+50	New	+$2.37K	﹤0.01%	1283
2025 Q1	–	Sell	-78	Closed	-$3.67K	–	1485
2024 Q4	$3.67K	Buy	+78	New	+$3.7K	﹤0.01%	1036
2024 Q3	–	Sell	-328	Closed	-$15.1K	–	1263
2024 Q2	$15.1K	Buy	+328	New	+$15.2K	﹤0.01%	1152
2024 Q1	–	Sell	-411	Closed	-$19K	–	753
2023 Q4	$19K	Buy	+411	New	+$18.3K	﹤0.01%	678

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 $8.89B AUM 25.87% 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

ORG Partners's HYDB Position: Q4 2025 in Review

ORG Partners held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q4 2025 at 50 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

ORG Partners first reported a position in HYDB in Q4 2023 and has held it in 5 quarters since. The position peaked at $19K in Q4 2023. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

ORG Partners held 50 shares of iShares High Yield Systematic Bond ETF worth $2.37K as of Q4 2025.
ORG Partners left its iShares High Yield Systematic Bond ETF share count unchanged in Q4 2025.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1412 holding.
ORG Partners first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 5 quarters since.
ORG Partners's iShares High Yield Systematic Bond ETF position peaked at $19K in Q4 2023.
219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.