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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
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

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Atomi Financial Group's HYDB Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 41% in Q1 2026, selling an estimated $332K and leaving 9,912 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #746.

Atomi Financial Group first reported a position in HYDB in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q3 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Atomi Financial Group held 9,912 shares of iShares High Yield Systematic Bond ETF worth $461K as of Q1 2026.
  • Atomi Financial Group sold 7,027 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $332K.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #746 holding.
  • Atomi Financial Group first reported a position in iShares High Yield Systematic Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's iShares High Yield Systematic Bond ETF position peaked at $10.5M in Q3 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.