SHJ
HYDB icon

Sharkey, Howes & Javer’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Sharkey, Howes & Javer’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
-4,690
Closed -$223K – 163
2025
Q2 		$223K Sell
4,690
-17,706
-79% -$822K 0.03% 148
2025
Q1 		$1.05M Buy
22,396
+6,265
+39% +$297K 0.15% 84
2024
Q4 		$758K Buy
+16,131
New +$766K 0.11% 93

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

Sharkey, Howes & Javer's HYDB Position: Q3 2025 in Review

Sharkey, Howes & Javer sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2025, closing a stake of 4,690 shares — an estimated $223K sold.

Sharkey, Howes & Javer first reported a position in HYDB in Q4 2024 and held it in 3 quarters. The position peaked at $1.05M in Q1 2025. 234 funds tracked by Wall St. Rank hold HYDB as of Q3 2025.

  • Sharkey, Howes & Javer reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 4,690 iShares High Yield Systematic Bond ETF shares in Q3 2025, an estimated $223K.
  • Sharkey, Howes & Javer first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 3 quarters.
  • Sharkey, Howes & Javer's iShares High Yield Systematic Bond ETF position peaked at $1.05M in Q1 2025.
  • 234 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2025, filed 10 Oct 2025.