Avestar Capital
HYDB icon

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
Q3 		$1.03M Sell
22,856
-9,463
-29% -$438K 0.08% 216
2026
Q2 		$1.51M Buy
32,319
+594
+2% +$27.8K 0.08% 169
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% 105
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

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Liberty Square Wealth Partners
Liberty Square Wealth Partners Bethlehem, Pennsylvania $431M AUM 17.64% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Boyd Wealth Management
Boyd Wealth Management Sacramento, California $286M AUM 10.8% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Avestar Capital's HYDB Position: Q3 2026 in Review

Avestar Capital reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 29% in Q3 2026, selling an estimated $438K and leaving 22,856 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #216.

Avestar Capital first reported a position in HYDB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q1 2024. 144 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

  • Avestar Capital held 22,856 shares of iShares High Yield Systematic Bond ETF worth $1.03M as of Q3 2026.
  • Avestar Capital sold 9,463 iShares High Yield Systematic Bond ETF shares in Q3 2026, an estimated $438K.
  • iShares High Yield Systematic Bond ETF made up 0.08% of Avestar Capital's portfolio in Q3 2026, its #216 holding.
  • Avestar Capital first reported a position in iShares High Yield Systematic Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Avestar Capital's iShares High Yield Systematic Bond ETF position peaked at $1.81M in Q1 2024.
  • 144 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.