BFP
HYDB icon

Beacon Financial Planning’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Beacon Financial Planning’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 		$5.48M Buy
117,216
+11,796
+11% +$552K 1.86% 16
2026
Q1 		$4.9M Buy
105,420
+32,199
+44% +$1.52M 1.9% 16
2025
Q4 		$3.47M Buy
73,221
+1,995
+3% +$94.5K 1.67% 14
2025
Q3 		$3.41M Buy
71,226
+4,059
+6% +$193K 1.76% 13
2025
Q2 		$3.19M Buy
67,167
+10,410
+18% +$483K 1.78% 13
2025
Q1 		$2.67M Buy
56,757
+44,587
+366% +$2.11M 1.54% 14
2024
Q4 		$572K Buy
+12,170
New +$578K 0.33% 34

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

Beacon Financial Planning's HYDB Position: Q2 2026 in Review

Beacon Financial Planning increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 11% in Q2 2026, buying an estimated $552K and bringing the position to 117,216 shares worth $5.48M. The position accounts for 1.86% of the portfolio, ranked #16.

Beacon Financial Planning first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Beacon Financial Planning held 117,216 shares of iShares High Yield Systematic Bond ETF worth $5.48M as of Q2 2026.
  • Beacon Financial Planning bought 11,796 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $552K.
  • iShares High Yield Systematic Bond ETF made up 1.86% of Beacon Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Beacon Financial Planning first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.