PAS
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PKS Advisory Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

PKS Advisory Services’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
Q3 		– Sell
-5,048
Closed -$240K – 258
2025
Q2 		$240K Sell
5,048
-429
-8% -$19.9K 0.06% 231
2025
Q1 		$258K Buy
+5,477
New +$259K 0.07% 207

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Envestnet Asset Management
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WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FMI
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.01B AUM 28.81% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

PKS Advisory Services's HYDB Position: Q3 2025 in Review

PKS Advisory Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2025, closing a stake of 5,048 shares — an estimated $240K sold.

PKS Advisory Services first reported a position in HYDB in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q1 2025. 234 funds tracked by Wall St. Rank hold HYDB as of Q3 2025.

  • PKS Advisory Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • PKS Advisory Services sold 5,048 iShares High Yield Systematic Bond ETF shares in Q3 2025, an estimated $240K.
  • PKS Advisory Services first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and held it in 2 quarters.
  • PKS Advisory Services's iShares High Yield Systematic Bond ETF position peaked at $258K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2025.

Based on PKS Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.