AF
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Allworth Financial’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Allworth Financial’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 		$1.01M Sell
21,681
-2,075
-9% -$97.1K ﹤0.01% 732
2026
Q1 		$1.11M Buy
23,756
+663
+3% +$31.3K ﹤0.01% 680
2025
Q4 		$1.09M Sell
23,093
-142
-0.6% -$6.72K ﹤0.01% 672
2025
Q3 		$1.11M Buy
23,235
+949
+4% +$45K ﹤0.01% 641
2025
Q2 		$1.06M Sell
22,286
-346
-2% -$16.1K 0.01% 627
2025
Q1 		$1.05M Buy
22,632
+18,318
+425% +$867K 0.01% 514
2024
Q4 		$205K Buy
4,314
+1,044
+32% +$49.6K ﹤0.01% 941
2024
Q3 		$157K Hold
3,270
– – ﹤0.01% 897
2024
Q2 		$153K Buy
3,270
+63
+2% +$2.92K ﹤0.01% 901
2024
Q1 		$150K Sell
3,207
-27
-0.8% -$1.25K ﹤0.01% 875
2023
Q4 		$149K Sell
3,234
-586
-15% -$26.1K ﹤0.01% 807
2023
Q3 		$168K Sell
3,820
-44
-1% -$1.96K ﹤0.01% 736
2023
Q2 		$173K Sell
3,864
-26
-0.7% -$1.15K ﹤0.01% 741
2023
Q1 		$174K Buy
3,890
+151
+4% +$6.7K ﹤0.01% 685
2022
Q4 		$163K Buy
3,739
+2,327
+165% +$102K ﹤0.01% 676
2022
Q3 		$60K Sell
1,412
-766
-35% -$34.3K ﹤0.01% 901
2022
Q2 		$95K Buy
+2,178
New +$101K ﹤0.01% 731

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

Allworth Financial's HYDB Position: Q2 2026 in Review

Allworth Financial reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 8.7% in Q2 2026, selling an estimated $97.1K and leaving 21,681 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Allworth Financial first reported a position in HYDB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Allworth Financial held 21,681 shares of iShares High Yield Systematic Bond ETF worth $1.01M as of Q2 2026.
  • Allworth Financial sold 2,075 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $97.1K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #732 holding.
  • Allworth Financial first reported a position in iShares High Yield Systematic Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's iShares High Yield Systematic Bond ETF position peaked at $1.11M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.