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

Bravera Wealth’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 		$39.4K Sell
842
-96
-10% -$4.49K 0.02% 194
2026
Q1 		$43.6K Buy
938
+245
+35% +$11.6K 0.02% 197
2025
Q4 		$32.8K Buy
+693
New +$32.8K 0.02% 197

Other funds holding HYDB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Bravera Wealth's HYDB Position: Q2 2026 in Review

Bravera Wealth reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 10% in Q2 2026, selling an estimated $4.49K and leaving 842 shares worth $39.4K. The position accounts for 0.02% of the portfolio, ranked #194.

Bravera Wealth first reported a position in HYDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.6K in Q1 2026. 53 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Bravera Wealth held 842 shares of iShares High Yield Systematic Bond ETF worth $39.4K as of Q2 2026.
  • Bravera Wealth sold 96 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $4.49K.
  • iShares High Yield Systematic Bond ETF made up 0.02% of Bravera Wealth's portfolio in Q2 2026, its #194 holding.
  • Bravera Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares High Yield Systematic Bond ETF position peaked at $43.6K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.