AWM
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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
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

RH
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Avior Wealth Management's HYDB Position: Q2 2026 in Review

Avior Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 168% in Q2 2026, buying an estimated $9.37M and bringing the position to 319,480 shares worth $14.9M. The position accounts for 0.39% of the portfolio, ranked #60.

Avior Wealth Management first reported a position in HYDB in Q1 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Avior Wealth Management held 319,480 shares of iShares High Yield Systematic Bond ETF worth $14.9M as of Q2 2026.
  • Avior Wealth Management bought 200,165 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $9.37M.
  • iShares High Yield Systematic Bond ETF made up 0.39% of Avior Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Avior Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.