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 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

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

BlueStem Wealth Partners's HYDB Position: Q1 2026 in Review

BlueStem Wealth Partners opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026: 357,576 shares worth $16.6M. The stake represents 1.85% of the portfolio and ranks #17 among its holdings. This is a return to the name: BlueStem Wealth Partners previously reported a position in HYDB as recently as Q3 2025.

BlueStem Wealth Partners first reported a position in HYDB in Q1 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

BlueStem Wealth Partners held 357,576 shares of iShares High Yield Systematic Bond ETF worth $16.6M as of Q1 2026.
iShares High Yield Systematic Bond ETF was a new BlueStem Wealth Partners position in Q1 2026.
iShares High Yield Systematic Bond ETF made up 1.85% of BlueStem Wealth Partners's portfolio in Q1 2026, its #17 holding.
BlueStem Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 4 quarters since.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.