WWG
HYDB icon

West Wealth Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

West Wealth Group’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
Q2 		– Sell
-8,654
Closed -$406K – 115
2025
Q1 		$406K Buy
8,654
+828
+11% +$39.2K 0.12% 59
2024
Q4 		$368K Buy
+7,826
New +$372K 0.11% 62

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Wealth Group's HYDB Position: Q2 2025 in Review

West Wealth Group sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2025, closing a stake of 8,654 shares — an estimated $406K sold.

West Wealth Group first reported a position in HYDB in Q4 2024 and held it in 2 quarters. The position peaked at $406K in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

  • West Wealth Group reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2025 after selling out during the quarter.
  • West Wealth Group sold 8,654 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $406K.
  • West Wealth Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 2 quarters.
  • West Wealth Group's iShares High Yield Systematic Bond ETF position peaked at $406K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on West Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.