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

Synergy 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
Q1 		– Sell
-7,593
Closed -$357K – 625
2024
Q4 		$357K Buy
+7,593
New +$361K 0.15% 84

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

Synergy Investment Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025, closing a stake of 7,593 shares — an estimated $357K sold.

Synergy Investment Management first reported a position in HYDB in Q4 2024 and held it in 1 quarter. The position peaked at $357K in Q4 2024. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Synergy Investment Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 7,593 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $357K.
  • Synergy Investment Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's iShares High Yield Systematic Bond ETF position peaked at $357K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.