Caitlin John’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Caitlin John’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	$31.8K	Hold	684	–	–	0.02%	362
2025 Q4	$32.4K	Hold	684	–	–	0.02%	369
2025 Q3	$32.7K	Buy	+684	New	+$32.5K	0.02%	318
2025 Q1	–	Sell	-684	Closed	-$32.2K	–	415
2024 Q4	$32.2K	Hold	684	–	–	0.02%	300
2024 Q3	$32.5K	Hold	684	–	–	0.02%	301
2024 Q2	$31.8K	Hold	684	–	–	0.02%	302
2024 Q1	$32K	Hold	684	–	–	0.02%	289
2023 Q4	$31.6K	Buy	+684	New	+$30.5K	0.03%	275

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 $6.15B AUM 22.62% 1-Year Est. Return

CICC

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

Caitlin John's HYDB Position: Q1 2026 in Review

Caitlin John held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q1 2026 at 684 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #362.

Caitlin John first reported a position in HYDB in Q4 2023 and has held it in 8 quarters since. The position peaked at $32.7K in Q3 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

Caitlin John held 684 shares of iShares High Yield Systematic Bond ETF worth $31.8K as of Q1 2026.
Caitlin John left its iShares High Yield Systematic Bond ETF share count unchanged in Q1 2026.
iShares High Yield Systematic Bond ETF made up 0.02% of Caitlin John's portfolio in Q1 2026, its #362 holding.
Caitlin John first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares High Yield Systematic Bond ETF position peaked at $32.7K in Q3 2025.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.