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Summit X LLC’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Summit X LLC’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
Q3 		– Sell
-46,940
Closed -$2.23M – 103
2025
Q2 		$2.23M Sell
46,940
-9,424
-17% -$437K 0.42% 47
2025
Q1 		$2.65M Sell
56,364
-11,672
-17% -$553K 0.56% 37
2024
Q4 		$3.2M Buy
68,036
+24,811
+57% +$1.18M 0.71% 29
2024
Q3 		$2.01M Sell
43,225
-1,595
-4% -$75.2K 0.49% 41
2024
Q2 		$2.08M Buy
44,820
+2,191
+5% +$101K 0.47% 42
2024
Q1 		$1.99M Buy
42,629
+619
+1% +$28.7K 0.51% 44
2023
Q4 		$1.94M Sell
42,010
-717
-2% -$32K 0.55% 38
2023
Q3 		$1.88M Buy
42,727
+5,938
+16% +$264K 0.6% 32
2023
Q2 		$1.64M Sell
36,789
-1,184
-3% -$52.5K 0.4% 48
2023
Q1 		$1.7M Buy
+37,973
New +$1.68M 0.44% 43
2022
Q4 		– Sell
-18,411
Closed -$783K – 252
2022
Q3 		$783K Buy
+18,411
New +$825K 0.23% 97

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Summit X LLC's HYDB Position: Q3 2025 in Review

Summit X LLC sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q3 2025, closing a stake of 46,940 shares — an estimated $2.23M sold.

Summit X LLC first reported a position in HYDB in Q3 2022 and held it in 11 quarters. The position peaked at $3.2M in Q4 2024. 233 funds tracked by Wall St. Rank hold HYDB as of Q3 2025.

  • Summit X LLC reported no remaining iShares High Yield Systematic Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 46,940 iShares High Yield Systematic Bond ETF shares in Q3 2025, an estimated $2.23M.
  • Summit X LLC first reported a position in iShares High Yield Systematic Bond ETF in Q3 2022 and held it in 11 quarters.
  • Summit X LLC's iShares High Yield Systematic Bond ETF position peaked at $3.2M in Q4 2024.
  • 233 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.