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

Summit Wealth Partners’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	-9,603	Closed	-$459K	–	208
2025 Q3	$459K	Sell	9,603 -2,157	-18%	-$102K	0.08%	140
2025 Q2	$558K	Sell	11,760 -11,424	-49%	-$530K	0.11%	123
2025 Q1	$1.09M	Sell	23,184 -5,635	-20%	-$267K	0.22%	76
2024 Q4	$1.35M	Buy	28,819 +1,565	+6%	+$74.3K	0.28%	66
2024 Q3	$1.31M	Buy	27,254 +16,717	+159%	+$788K	0.25%	73
2024 Q2	$489K	Buy	10,537 +3,441	+48%	+$159K	0.1%	135
2024 Q1	$332K	Buy	+7,096	New	+$329K	0.07%	164

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Partners's HYDB Position: Q4 2025 in Review

Summit Wealth Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 9,603 shares — an estimated $459K sold.

Summit Wealth Partners first reported a position in HYDB in Q1 2024 and held it in 7 quarters. The position peaked at $1.35M in Q4 2024. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

Summit Wealth Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
Summit Wealth Partners sold 9,603 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $459K.
Summit Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and held it in 7 quarters.
Summit Wealth Partners's iShares High Yield Systematic Bond ETF position peaked at $1.35M in Q4 2024.
219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.