ARG
HYDB icon

Advisory Resource Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Advisory Resource 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
2026
Q2 		$2.29M Buy
49,050
+3,464
+8% +$162K 0.35% 69
2026
Q1 		$2.12M Buy
45,586
+3,176
+7% +$150K 0.36% 56
2025
Q4 		$2.01M Buy
42,410
+2,351
+6% +$111K 0.35% 60
2025
Q3 		$1.92M Sell
40,059
-34,039
-46% -$1.62M 0.34% 62
2025
Q2 		$3.52M Buy
74,098
+5,920
+9% +$275K 0.68% 43
2025
Q1 		$3.21M Sell
68,178
-84,775
-55% -$4.01M 0.65% 46
2024
Q4 		$7.19M Sell
152,953
-17,082
-10% -$811K 1.53% 15
2024
Q3 		$8.17M Buy
170,035
+14,776
+10% +$697K 1.75% 12
2024
Q2 		$7.21M Buy
155,259
+19,649
+14% +$909K 1.63% 12
2024
Q1 		$6.34M Buy
135,610
+16,122
+13% +$747K 1.45% 12
2023
Q4 		$5.52M Buy
119,488
+38,001
+47% +$1.7M 1.38% 14
2023
Q3 		$3.58M Buy
81,487
+6,477
+9% +$288K 0.97% 20
2023
Q2 		$3.35M Sell
75,010
-7,183
-9% -$318K 0.91% 20
2023
Q1 		$3.67M Buy
+82,193
New +$3.65M 1.03% 18

Other funds holding HYDB

RH
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Advisory Resource Group's HYDB Position: Q2 2026 in Review

Advisory Resource Group increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 7.6% in Q2 2026, buying an estimated $162K and bringing the position to 49,050 shares worth $2.29M. The position accounts for 0.35% of the portfolio, ranked #69.

Advisory Resource Group first reported a position in HYDB in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.17M in Q3 2024. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Advisory Resource Group held 49,050 shares of iShares High Yield Systematic Bond ETF worth $2.29M as of Q2 2026.
  • Advisory Resource Group bought 3,464 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $162K.
  • iShares High Yield Systematic Bond ETF made up 0.35% of Advisory Resource Group's portfolio in Q2 2026, its #69 holding.
  • Advisory Resource Group first reported a position in iShares High Yield Systematic Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Advisory Resource Group's iShares High Yield Systematic Bond ETF position peaked at $8.17M in Q3 2024.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.