Aptus Capital Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Aptus Capital Advisors’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	$276K	Buy	5,892 +3,256	+124%	+$152K	﹤0.01%	984
2026 Q1	$123K	Hold	2,636	–	–	﹤0.01%	1104
2025 Q4	$125K	Sell	2,636 -30	-1%	-$1.42K	﹤0.01%	1124
2025 Q3	$128K	Hold	2,666	–	–	﹤0.01%	1064
2025 Q2	$127K	Sell	2,666 -657	-20%	-$30.5K	﹤0.01%	1030
2025 Q1	$156K	Sell	3,323 -255	-7%	-$12.1K	﹤0.01%	939
2024 Q4	$168K	Buy	3,578 +549	+18%	+$26.1K	﹤0.01%	928
2024 Q3	$146K	Buy	3,029 +60	+2%	+$2.83K	﹤0.01%	806
2024 Q2	$138K	Sell	2,969 -327	-10%	-$15.1K	﹤0.01%	779
2024 Q1	$154K	Buy	3,296 +3,262	+9,594%	+$151K	﹤0.01%	760
2023 Q4	$1.57K	Buy	+34	New	+$1.52K	﹤0.01%	873

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

Aptus Capital Advisors's HYDB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 124% in Q2 2026, buying an estimated $152K and bringing the position to 5,892 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Aptus Capital Advisors first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Aptus Capital Advisors held 5,892 shares of iShares High Yield Systematic Bond ETF worth $276K as of Q2 2026.
Aptus Capital Advisors bought 3,256 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $152K.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #984 holding.
Aptus Capital Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.