Atria Investments’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Atria Investments’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	–	Sell	-7,795	Closed	-$369K	–	2099
2025 Q4	$369K	Sell	7,795 -6,393	-45%	-$303K	﹤0.01%	1626
2025 Q3	$679K	Sell	14,188 -7,644	-35%	-$363K	0.01%	1249
2025 Q2	$1.04M	Sell	21,832 -18,980	-47%	-$881K	0.01%	1018
2025 Q1	$1.92M	Buy	40,812 +3,855	+10%	+$183K	0.02%	722
2024 Q4	$1.74M	Buy	36,957 +17,882	+94%	+$849K	0.02%	738
2024 Q3	$917K	Buy	+19,075	New	+$900K	0.01%	1014
2022 Q2	–	Sell	-25,145	Closed	-$1.23M	–	802
2022 Q1	$1.23M	Buy	25,145 +4,660	+23%	+$230K	0.02%	762
2021 Q4	$1.05M	Buy	+20,485	New	+$1.05M	0.02%	814

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CICC

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

Atria Investments's HYDB Position: Q1 2026 in Review

Atria Investments sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 7,795 shares — an estimated $369K sold.

Atria Investments first reported a position in HYDB in Q4 2021 and held it in 8 quarters. The position peaked at $1.92M in Q1 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

Atria Investments reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 7,795 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $369K.
Atria Investments first reported a position in iShares High Yield Systematic Bond ETF in Q4 2021 and held it in 8 quarters.
Atria Investments's iShares High Yield Systematic Bond ETF position peaked at $1.92M in Q1 2025.
218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.