5T Wealth’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

5T Wealth’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
2026 Q2	$236K	Sell	5,051 -1,274	-20%	-$59.6K	0.09%	125
2026 Q1	$294K	Sell	6,325 -3,453	-35%	-$163K	0.12%	115
2025 Q4	$463K	Buy	9,778 +8	+0.1%	+$379	0.19%	93
2025 Q3	$467K	Buy	9,770 +549	+6%	+$26.1K	0.2%	85
2025 Q2	$438K	Sell	9,221 -3,216	-26%	-$149K	0.21%	84
2025 Q1	$586K	Buy	12,437 +292	+2%	+$13.8K	0.31%	70
2024 Q4	$571K	Buy	+12,145	New	+$577K	0.31%	68

Other funds holding HYDB

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

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

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

5T Wealth's HYDB Position: Q2 2026 in Review

5T Wealth reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 20% in Q2 2026, selling an estimated $59.6K and leaving 5,051 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #125.

5T Wealth first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $586K in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

5T Wealth held 5,051 shares of iShares High Yield Systematic Bond ETF worth $236K as of Q2 2026.
5T Wealth sold 1,274 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $59.6K.
iShares High Yield Systematic Bond ETF made up 0.09% of 5T Wealth's portfolio in Q2 2026, its #125 holding.
5T Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares High Yield Systematic Bond ETF position peaked at $586K in Q1 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.