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BlueStem Wealth Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

BlueStem Wealth Partners’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 		– Sell
-357,576
Closed -$16.6M – 132
2026
Q1 		$16.6M Buy
+357,576
New +$16.9M 1.85% 17
2025
Q4 		– Sell
-262,857
Closed -$12.6M – 132
2025
Q3 		$12.6M Buy
262,857
+32,529
+14% +$1.54M 1.44% 17
2025
Q2 		$10.9M Buy
230,328
+225,890
+5,090% +$10.5M 1.34% 17
2025
Q1 		$209K Buy
+4,438
New +$210K 0.03% 98

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

BlueStem Wealth Partners's HYDB Position: Q2 2026 in Review

BlueStem Wealth Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 357,576 shares — an estimated $16.6M sold.

BlueStem Wealth Partners first reported a position in HYDB in Q1 2025 and held it in 4 quarters. The position peaked at $16.6M in Q1 2026. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • BlueStem Wealth Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • BlueStem Wealth Partners sold 357,576 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $16.6M.
  • BlueStem Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and held it in 4 quarters.
  • BlueStem Wealth Partners's iShares High Yield Systematic Bond ETF position peaked at $16.6M in Q1 2026.
  • 196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.