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Orion Portfolio Solutions’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Orion Portfolio Solutions’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
Q1 		$275K Buy
5,830
+884
+18% +$41.9K ﹤0.01% 1666
2024
Q4 		$233K Buy
+4,946
New +$235K ﹤0.01% 1679

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Orion Portfolio Solutions's HYDB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 18% in Q1 2025, buying an estimated $41.9K and bringing the position to 5,830 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Orion Portfolio Solutions first reported a position in HYDB in Q4 2024 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Orion Portfolio Solutions held 5,830 shares of iShares High Yield Systematic Bond ETF worth $275K as of Q1 2025.
  • Orion Portfolio Solutions bought 884 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $41.9K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1666 holding.
  • Orion Portfolio Solutions first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.