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

Atria Wealth Solutions’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
2025 Q2	$1.09M	Sell	23,019 -17,887	-44%	-$830K	0.02%	606
2025 Q1	$1.93M	Buy	40,906 +259	+0.6%	+$12.3K	0.02%	648
2024 Q4	$1.91M	Buy	+40,647	New	+$1.93M	0.02%	664
2024 Q1	–	Sell	-7,987	Closed	-$369K	–	2008
2023 Q4	$369K	Buy	+7,987	New	+$356K	﹤0.01%	1358
2022 Q4	–	Sell	-5,536	Closed	-$236K	–	1834
2022 Q3	$236K	Buy	+5,536	New	+$248K	﹤0.01%	1458

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

SPG

Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

Atria Wealth Solutions's HYDB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 44% in Q2 2025, selling an estimated $830K and leaving 23,019 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #606.

Atria Wealth Solutions first reported a position in HYDB in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.93M in Q1 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q2 2025.

Atria Wealth Solutions held 23,019 shares of iShares High Yield Systematic Bond ETF worth $1.09M as of Q2 2025.
Atria Wealth Solutions sold 17,887 iShares High Yield Systematic Bond ETF shares in Q2 2025, an estimated $830K.
iShares High Yield Systematic Bond ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #606 holding.
Atria Wealth Solutions first reported a position in iShares High Yield Systematic Bond ETF in Q3 2022 and has held it in 5 quarters since.
Atria Wealth Solutions's iShares High Yield Systematic Bond ETF position peaked at $1.93M in Q1 2025.
218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.