Spectrum Wealth Counsel’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$253K Buy
5,383
+522
+11% +$24.7K 0.03% 108
2024
Q4
$229K Buy
+4,861
New +$231K 0.03% 114
2024
Q2
Sell
-279
Closed -$13K 396
2024
Q1
$13K Hold
279
﹤0.01% 285
2023
Q4
$12.9K Buy
+279
New +$12.4K ﹤0.01% 255

Other funds holding HYDB

Spectrum Wealth Counsel's HYDB Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 11% in Q1 2025, buying an estimated $24.7K and bringing the position to 5,383 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #108.

Spectrum Wealth Counsel first reported a position in HYDB in Q4 2023 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Spectrum Wealth Counsel held 5,383 shares of iShares High Yield Systematic Bond ETF worth $253K as of Q1 2025.
  • Spectrum Wealth Counsel bought 522 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $24.7K.
  • iShares High Yield Systematic Bond ETF made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #108 holding.
  • Spectrum Wealth Counsel first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.