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Summit Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Summit Investment Advisors’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
Q2 		$380K Buy
8,065
+150
+2% +$6.96K 0.31% 44
2025
Q1 		$365K Buy
7,915
+87
+1% +$4.12K 0.32% 45
2024
Q4 		$371K Buy
+7,828
New +$372K 0.33% 40

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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Investment Advisors's HYDB Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.9% in Q2 2025, buying an estimated $6.96K and bringing the position to 8,065 shares worth $380K. The position accounts for 0.31% of the portfolio, ranked #44.

Summit Investment Advisors first reported a position in HYDB in Q4 2024 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • Summit Investment Advisors held 8,065 shares of iShares High Yield Systematic Bond ETF worth $380K as of Q2 2025.
  • Summit Investment Advisors bought 150 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $6.96K.
  • iShares High Yield Systematic Bond ETF made up 0.31% of Summit Investment Advisors's portfolio in Q2 2025, its #44 holding.
  • Summit Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.