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Shared Vision Wealth Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Shared Vision Wealth Group’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
-4,803
Closed -$228K – 99
2025
Q2 		$228K Sell
4,803
-5,172
-52% -$240K 0.11% 80
2025
Q1 		$470K Buy
9,975
+1,039
+12% +$49.2K 0.26% 45
2024
Q4 		$420K Buy
+8,936
New +$424K 0.22% 49

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
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 $1.02B AUM 38% 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

Shared Vision Wealth Group's HYDB Position: Q3 2025 in Review

Shared Vision Wealth Group sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2025, closing a stake of 4,803 shares — an estimated $228K sold.

Shared Vision Wealth Group first reported a position in HYDB in Q4 2024 and held it in 3 quarters. The position peaked at $470K in Q1 2025. 234 funds tracked by Wall St. Rank hold HYDB as of Q3 2025.

  • Shared Vision Wealth Group reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Shared Vision Wealth Group sold 4,803 iShares High Yield Systematic Bond ETF shares in Q3 2025, an estimated $228K.
  • Shared Vision Wealth Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 3 quarters.
  • Shared Vision Wealth Group's iShares High Yield Systematic Bond ETF position peaked at $470K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2025.

Based on Shared Vision Wealth Group's 13F filing for Q3 2025, filed 30 Oct 2025.