TSA Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

TSA Wealth 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 Q4	–	Sell	-12,228	Closed	-$585K	–	92
2025 Q3	$585K	Buy	12,228 +1,354	+12%	+$64.3K	0.2%	54
2025 Q2	$516K	Sell	10,874 -16,320	-60%	-$757K	0.19%	54
2025 Q1	$1.28M	Buy	27,194 +2,476	+10%	+$117K	0.51%	31
2024 Q4	$1.16M	Buy	+24,718	New	+$1.17M	0.47%	30
2024 Q1	–	Sell	-13,286	Closed	-$614K	–	59
2023 Q4	$614K	Buy	+13,286	New	+$593K	0.29%	35

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 $8.89B AUM 25.87% 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 $374B AUM 17.66% 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

TSA Wealth Management's HYDB Position: Q4 2025 in Review

TSA Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q4 2025, closing a stake of 12,228 shares — an estimated $585K sold.

TSA Wealth Management first reported a position in HYDB in Q4 2023 and held it in 5 quarters. The position peaked at $1.28M in Q1 2025. 219 funds tracked by Wall St. Rank hold HYDB as of Q4 2025.

TSA Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
TSA Wealth Management sold 12,228 iShares High Yield Systematic Bond ETF shares in Q4 2025, an estimated $585K.
TSA Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 5 quarters.
TSA Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $1.28M in Q1 2025.
219 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q4 2025.

Based on TSA Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.