SW
HYDB icon

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

SteelPeak Wealth’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
-16,611
Closed -$795K – 588
2025
Q3 		$795K Sell
16,611
-1,788
-10% -$84.9K 0.03% 329
2025
Q2 		$873K Sell
18,399
-18,257
-50% -$847K 0.03% 287
2025
Q1 		$1.73M Buy
36,656
+10,827
+42% +$513K 0.07% 194
2024
Q4 		$1.21M Buy
+25,829
New +$1.23M 0.05% 225

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

SteelPeak Wealth's HYDB Position: Q4 2025 in Review

SteelPeak Wealth sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 16,611 shares — an estimated $795K sold.

SteelPeak Wealth first reported a position in HYDB in Q4 2024 and held it in 4 quarters. The position peaked at $1.73M in Q1 2025. 220 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • SteelPeak Wealth reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 16,611 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $795K.
  • SteelPeak Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 4 quarters.
  • SteelPeak Wealth's iShares High Yield Systematic Bond ETF position peaked at $1.73M in Q1 2025.
  • 220 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.