BOLTON SECURITIES CORPORATION’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.18M	Buy	+46,315	New	+$2.19M	0.13%	193

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's HYDB Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q1 2025: 46,315 shares worth $2.18M. The stake represents 0.13% of the portfolio and ranks #193 among its holdings.

250 funds tracked by Wall St. Rank hold HYDB as of Q1 2025.

BOLTON SECURITIES CORPORATION held 46,315 shares of iShares High Yield Systematic Bond ETF worth $2.18M as of Q1 2025.
iShares High Yield Systematic Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares High Yield Systematic Bond ETF made up 0.13% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #193 holding.
250 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.