Atomi Financial Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Atomi Financial Group’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	$234K	Sell	5,000 -4,912	-50%	-$230K	0.01%	1147
2026 Q1	$461K	Sell	9,912 -7,027	-41%	-$332K	0.01%	746
2025 Q4	$802K	Sell	16,939 -202,911	-92%	-$9.61M	0.02%	487
2025 Q3	$10.5M	Buy	219,850 +11,549	+6%	+$548K	0.34%	56
2025 Q2	$9.89M	Buy	208,301 +16,300	+8%	+$757K	0.37%	54
2025 Q1	$9.04M	Buy	192,001 +23,912	+14%	+$1.13M	0.41%	49
2024 Q4	$7.9M	Buy	168,089 +51,389	+44%	+$2.44M	0.4%	48
2024 Q3	$5.61M	Buy	116,700 +38,670	+50%	+$1.82M	0.35%	54
2024 Q2	$3.62M	Buy	78,030 +23,914	+44%	+$1.11M	0.27%	80
2024 Q1	$2.53M	Buy	54,116 +36,016	+199%	+$1.67M	0.23%	93
2023 Q4	$836K	Buy	18,100 +5,167	+40%	+$230K	0.12%	160
2023 Q3	$568K	Buy	12,933 +8,011	+163%	+$357K	0.19%	131
2023 Q2	$220K	Buy	+4,922	New	+$218K	0.1%	237

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

Atomi Financial Group's HYDB Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 50% in Q2 2026, selling an estimated $230K and leaving 5,000 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1147.

Atomi Financial Group first reported a position in HYDB in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q3 2025. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Atomi Financial Group held 5,000 shares of iShares High Yield Systematic Bond ETF worth $234K as of Q2 2026.
Atomi Financial Group sold 4,912 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $230K.
iShares High Yield Systematic Bond ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1147 holding.
Atomi Financial Group first reported a position in iShares High Yield Systematic Bond ETF in Q2 2023 and has held it in 13 quarters since.
Atomi Financial Group's iShares High Yield Systematic Bond ETF position peaked at $10.5M in Q3 2025.
196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.