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

Apollon 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 Q1	$22.5M	Buy	484,187 +161,093	+50%	+$7.61M	0.37%	50
2025 Q4	$15.3M	Buy	323,094 +3,798	+1%	+$180K	0.27%	75
2025 Q3	$15.3M	Buy	319,296 +2,934	+0.9%	+$139K	0.27%	67
2025 Q2	$15M	Buy	316,362 +283,681	+868%	+$13.2M	0.3%	66
2025 Q1	$1.54M	Buy	32,681 +1,552	+5%	+$73.5K	0.03%	389
2024 Q4	$1.46M	Buy	31,129 +2,915	+10%	+$138K	0.03%	408
2024 Q3	$1.36M	Buy	28,214 +4,163	+17%	+$196K	0.04%	397
2024 Q2	$1.12M	Buy	24,051 +7,775	+48%	+$360K	0.03%	435
2024 Q1	$760K	Buy	16,276 +3,271	+25%	+$152K	0.02%	547
2023 Q4	$601K	Buy	+13,005	New	+$580K	0.02%	599

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

LSWP

Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return

Apollon Wealth Management's HYDB Position: Q1 2026 in Review

Apollon Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 50% in Q1 2026, buying an estimated $7.61M and bringing the position to 484,187 shares worth $22.5M. The position accounts for 0.37% of the portfolio, ranked #50.

Apollon Wealth Management first reported a position in HYDB in Q4 2023 and has held it in 10 quarters since. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

Apollon Wealth Management held 484,187 shares of iShares High Yield Systematic Bond ETF worth $22.5M as of Q1 2026.
Apollon Wealth Management bought 161,093 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $7.61M.
iShares High Yield Systematic Bond ETF made up 0.37% of Apollon Wealth Management's portfolio in Q1 2026, its #50 holding.
Apollon Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.