Peapack-Gladstone Financial Corp’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Peapack-Gladstone Financial Corp’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	–	Sell	-6,500	Closed	-$306K	–	686
2025 Q1	$306K	Buy	6,500 +350	+6%	+$16.6K	﹤0.01%	556
2024 Q4	$289K	Hold	6,150	–	–	﹤0.01%	575
2024 Q3	$296K	Buy	6,150 +1,000	+19%	+$47.2K	﹤0.01%	576
2024 Q2	$239K	Hold	5,150	–	–	﹤0.01%	598
2024 Q1	$241K	Buy	+5,150	New	+$239K	﹤0.01%	611

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

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

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

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

Peapack-Gladstone Financial Corp's HYDB Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 6,500 shares — an estimated $306K sold.

Peapack-Gladstone Financial Corp first reported a position in HYDB in Q1 2024 and held it in 5 quarters. The position peaked at $306K in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

Peapack-Gladstone Financial Corp reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 6,500 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $306K.
Peapack-Gladstone Financial Corp first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and held it in 5 quarters.
Peapack-Gladstone Financial Corp's iShares High Yield Systematic Bond ETF position peaked at $306K in Q1 2025.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.