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

Venturi 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
Q1 		– Sell
-255
Closed -$12K – 1158
2024
Q4 		$12K Buy
+255
New +$12.1K ﹤0.01% 1383
2024
Q1 		– Sell
-151
Closed -$6.98K – 1400
2023
Q4 		$6.98K Buy
+151
New +$6.74K ﹤0.01% 956

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

Venturi Wealth Management's HYDB Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025, closing a stake of 255 shares — an estimated $12K sold.

Venturi Wealth Management first reported a position in HYDB in Q4 2023 and held it in 2 quarters. The position peaked at $12K in Q4 2024. 244 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 255 iShares High Yield Systematic Bond ETF shares in Q1 2025, an estimated $12K.
  • Venturi Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 2 quarters.
  • Venturi Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $12K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.