AWM
HYDB icon

Avior Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Avior Wealth Management’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 		$6.86M Sell
152,635
-166,845
-52% -$7.72M 0.18% 109
2026
Q2 		$14.9M Buy
319,480
+200,165
+168% +$9.37M 0.39% 60
2026
Q1 		$5.55M Sell
119,315
-98,497
-45% -$4.65M 0.16% 125
2025
Q4 		$10.3M Buy
217,812
+200,623
+1,167% +$9.5M 0.32% 69
2025
Q3 		$822K Buy
+17,189
New +$816K 0.03% 339
2025
Q1 		– Sell
-115
Closed -$5.41K – 1471
2024
Q4 		$5.41K Hold
115
– – ﹤0.01% 1831
2024
Q3 		$5.53K Sell
115
-63
-35% -$2.97K ﹤0.01% 1741
2024
Q2 		$8.27K Hold
178
– – ﹤0.01% 1572
2024
Q1 		$8.32K Buy
+178
New +$8.24K ﹤0.01% 1928

Other funds holding HYDB

TPW
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Avior Wealth Management's HYDB Position: Q3 2026 in Review

Avior Wealth Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 52% in Q3 2026, selling an estimated $7.72M and leaving 152,635 shares worth $6.86M. The position accounts for 0.18% of the portfolio, ranked #109.

Avior Wealth Management first reported a position in HYDB in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.9M in Q2 2026. 12 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

  • Avior Wealth Management held 152,635 shares of iShares High Yield Systematic Bond ETF worth $6.86M as of Q3 2026.
  • Avior Wealth Management sold 166,845 iShares High Yield Systematic Bond ETF shares in Q3 2026, an estimated $7.72M.
  • iShares High Yield Systematic Bond ETF made up 0.18% of Avior Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Avior Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Avior Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $14.9M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.