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

AE 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
2026
Q2 		$653K Buy
13,962
+713
+5% +$33.4K ﹤0.01% 1098
2026
Q1 		$616K Buy
13,249
+4,806
+57% +$227K ﹤0.01% 1008
2025
Q4 		$400K Buy
8,443
+1,699
+25% +$80.4K ﹤0.01% 1172
2025
Q3 		$323K Buy
6,744
+458
+7% +$21.7K ﹤0.01% 1159
2025
Q2 		$298K Sell
6,286
-8,623
-58% -$400K ﹤0.01% 1122
2025
Q1 		$702K Buy
14,909
+8,200
+122% +$388K 0.01% 817
2024
Q4 		$315K Buy
6,709
+1,069
+19% +$50.8K ﹤0.01% 1075
2024
Q3 		$271K Buy
5,640
+504
+10% +$23.8K ﹤0.01% 1064
2024
Q2 		$239K Sell
5,136
-1,678
-25% -$77.7K ﹤0.01% 1105
2024
Q1 		$318K Sell
6,814
-15,281
-69% -$708K ﹤0.01% 943
2023
Q4 		$1.03M Buy
22,095
+11,088
+101% +$495K 0.01% 1142
2023
Q3 		$484K Buy
11,007
+18
+0.2% +$802 ﹤0.01% 1403
2023
Q2 		$491K Buy
10,989
+17
+0.2% +$753 ﹤0.01% 1405
2023
Q1 		$490K Buy
10,972
+10
+0.1% +$443 ﹤0.01% 1362
2022
Q4 		$478K Buy
10,962
+20
+0.2% +$873 ﹤0.01% 1337
2022
Q3 		$466K Buy
10,942
+13
+0.1% +$582 ﹤0.01% 1297
2022
Q2 		$475K Sell
10,929
-427
-4% -$19.7K ﹤0.01% 1228
2022
Q1 		$553K Buy
+11,356
New +$562K ﹤0.01% 1190

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

AE Wealth Management's HYDB Position: Q2 2026 in Review

AE Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 5.4% in Q2 2026, buying an estimated $33.4K and bringing the position to 13,962 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

AE Wealth Management first reported a position in HYDB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2023. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • AE Wealth Management held 13,962 shares of iShares High Yield Systematic Bond ETF worth $653K as of Q2 2026.
  • AE Wealth Management bought 713 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $33.4K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1098 holding.
  • AE Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • AE Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $1.03M in Q4 2023.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.