Balanced Rock Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Balanced Rock Investment Advisors’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	$369K	Buy	7,885 +605	+8%	+$28.3K	0.23%	76
2026 Q1	$339K	Buy	7,280 +185	+3%	+$8.74K	0.24%	73
2025 Q4	$336K	Buy	7,095 +211	+3%	+$9.99K	0.24%	79
2025 Q3	$329K	Buy	6,884 +499	+8%	+$23.7K	0.24%	79
2025 Q2	$303K	Buy	6,385 +423	+7%	+$19.6K	0.24%	81
2025 Q1	$281K	Buy	5,962 +96	+2%	+$4.54K	0.22%	73
2024 Q4	$276K	Buy	5,866 +538	+10%	+$25.5K	0.22%	73
2024 Q3	$256K	Buy	5,328 +439	+9%	+$20.7K	0.2%	80
2024 Q2	$227K	Buy	4,889 +199	+4%	+$9.21K	0.19%	78
2024 Q1	$219K	Buy	+4,690	New	+$217K	0.19%	84

Other funds holding HYDB

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

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

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Balanced Rock Investment Advisors's HYDB Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 8.3% in Q2 2026, buying an estimated $28.3K and bringing the position to 7,885 shares worth $369K. The position accounts for 0.23% of the portfolio, ranked #76.

Balanced Rock Investment Advisors first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Balanced Rock Investment Advisors held 7,885 shares of iShares High Yield Systematic Bond ETF worth $369K as of Q2 2026.
Balanced Rock Investment Advisors bought 605 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $28.3K.
iShares High Yield Systematic Bond ETF made up 0.23% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #76 holding.
Balanced Rock Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.