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Retirement Wealth Solutions’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Retirement Wealth 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
Q4 		– Sell
-171
Closed -$8.18K – 801
2025
Q3 		$8.18K Hold
171
– – 0.01% 245
2025
Q2 		$8.12K Sell
171
-566
-77% -$26.3K 0.01% 256
2025
Q1 		$34.7K Buy
737
+120
+19% +$5.68K 0.03% 99
2024
Q4 		$28.9K Buy
+617
New +$29.3K 0.02% 118

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Retirement Wealth Solutions's HYDB Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 171 shares — an estimated $8.18K sold.

Retirement Wealth Solutions first reported a position in HYDB in Q4 2024 and held it in 4 quarters. The position peaked at $34.7K in Q1 2025. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 171 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $8.18K.
  • Retirement Wealth Solutions first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's iShares High Yield Systematic Bond ETF position peaked at $34.7K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.