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Synergy Asset Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Synergy Asset 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
Q1 		– Sell
-779
Closed -$37.4K – 405
2024
Q4 		$37.4K Buy
+779
New +$37K ﹤0.01% 303
2024
Q3 		– Sell
-130,967
Closed -$6.08M – 154
2024
Q2 		$6.08M Buy
+130,967
New +$6.06M 0.95% 24

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Synergy Asset Management's HYDB Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025, closing a stake of 779 shares — an estimated $37.4K sold.

Synergy Asset Management first reported a position in HYDB in Q2 2024 and held it in 2 quarters. The position peaked at $6.08M in Q2 2024. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 779 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $37.4K.
  • Synergy Asset Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and held it in 2 quarters.
  • Synergy Asset Management's iShares High Yield Systematic Bond ETF position peaked at $6.08M in Q2 2024.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.