Arkadios Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Arkadios Wealth 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	$1.04M	Sell	22,196 -571	-3%	-$26.7K	0.02%	791
2026 Q1	$1.06M	Buy	22,767 +1,953	+9%	+$92.2K	0.02%	761
2025 Q4	$986K	Buy	20,814 +791	+4%	+$37.5K	0.02%	711
2025 Q3	$958K	Buy	20,023 +4,262	+27%	+$202K	0.02%	659
2025 Q2	$748K	Buy	15,761 +1,799	+13%	+$83.5K	0.02%	692
2025 Q1	$657K	Buy	13,962 +4,394	+46%	+$208K	0.02%	604
2024 Q4	$450K	Buy	9,568 +614	+7%	+$29.2K	0.02%	582
2024 Q3	$430K	Buy	8,954 +2,686	+43%	+$127K	0.02%	594
2024 Q2	$291K	Buy	+6,268	New	+$290K	0.02%	639

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

Arkadios Wealth Advisors's HYDB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 2.5% in Q2 2026, selling an estimated $26.7K and leaving 22,196 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #791.

Arkadios Wealth Advisors first reported a position in HYDB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Arkadios Wealth Advisors held 22,196 shares of iShares High Yield Systematic Bond ETF worth $1.04M as of Q2 2026.
Arkadios Wealth Advisors sold 571 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $26.7K.
iShares High Yield Systematic Bond ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #791 holding.
Arkadios Wealth Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
Arkadios Wealth Advisors's iShares High Yield Systematic Bond ETF position peaked at $1.06M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.