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Stone House Investment Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Stone House Investment Management’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
-233
Closed -$11.1K – 893
2025
Q3 		$11.1K Sell
233
-111
-32% -$5.27K ﹤0.01% 277
2025
Q2 		$16.3K Sell
344
-2,919
-89% -$135K ﹤0.01% 221
2025
Q1 		$154K Buy
+3,263
New +$154K 0.03% 69

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stone House Investment Management's HYDB Position: Q4 2025 in Review

Stone House Investment Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 233 shares — an estimated $11.1K sold.

Stone House Investment Management first reported a position in HYDB in Q1 2025 and held it in 3 quarters. The position peaked at $154K in Q1 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

  • Stone House Investment Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 233 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $11.1K.
  • Stone House Investment Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and held it in 3 quarters.
  • Stone House Investment Management's iShares High Yield Systematic Bond ETF position peaked at $154K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.