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Avestar Capital’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Avestar Capital’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 		$1.48M Sell
31,725
-225
-0.7% -$10.6K 0.09% 164
2025
Q4 		$1.51M Buy
31,950
+2,349
+8% +$111K 0.1% 156
2025
Q3 		$1.42M Sell
29,601
-251
-0.8% -$11.9K 0.09% 167
2025
Q2 		$1.42M Buy
29,852
+464
+2% +$21.5K 0.1% 155
2025
Q1 		$1.38M Buy
29,388
+1,436
+5% +$68K 0.12% 144
2024
Q4 		$1.31M Sell
27,952
-3,441
-11% -$163K 0.11% 144
2024
Q3 		$1.51M Sell
31,393
-4,804
-13% -$227K 0.16% 110
2024
Q2 		$1.68M Sell
36,197
-2,444
-6% -$113K 0.17% 103
2024
Q1 		$1.81M Buy
38,641
+24,439
+172% +$1.13M 0.19% 105
2023
Q4 		$656K Buy
14,202
+2,745
+24% +$122K 0.07% 165
2023
Q3 		$503K Sell
11,457
-3,421
-23% -$152K 0.07% 167
2023
Q2 		$665K Buy
14,878
+172
+1% +$7.62K 0.11% 114
2023
Q1 		$657K Sell
14,706
-893
-6% -$39.6K 0.12% 115
2022
Q4 		$680K Buy
+15,599
New +$681K 0.12% 114

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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

Avestar Capital's HYDB Position: Q1 2026 in Review

Avestar Capital reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.7% in Q1 2026, selling an estimated $10.6K and leaving 31,725 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #164.

Avestar Capital first reported a position in HYDB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.81M in Q1 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Avestar Capital held 31,725 shares of iShares High Yield Systematic Bond ETF worth $1.48M as of Q1 2026.
  • Avestar Capital sold 225 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $10.6K.
  • iShares High Yield Systematic Bond ETF made up 0.09% of Avestar Capital's portfolio in Q1 2026, its #164 holding.
  • Avestar Capital first reported a position in iShares High Yield Systematic Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Avestar Capital's iShares High Yield Systematic Bond ETF position peaked at $1.81M in Q1 2024.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.