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Capital Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Capital Investment Advisors’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 		$415K Buy
8,879
+138
+2% +$6.46K 0.01% 564
2026
Q1 		$407K Sell
8,741
-882
-9% -$41.6K 0.01% 532
2025
Q4 		$456K Sell
9,623
-465
-5% -$22K 0.01% 496
2025
Q3 		$483K Buy
10,088
+1,593
+19% +$75.6K 0.01% 481
2025
Q2 		$403K Sell
8,495
-500
-6% -$23.2K 0.01% 496
2025
Q1 		$424K Buy
8,995
+1,543
+21% +$73K 0.01% 459
2024
Q4 		$350K Buy
7,452
+1,172
+19% +$55.7K 0.01% 485
2024
Q3 		$302K Sell
6,280
-3,830
-38% -$181K 0.01% 507
2024
Q2 		$470K Buy
10,110
+37
+0.4% +$1.71K 0.01% 408
2024
Q1 		$471K Buy
10,073
+4,558
+83% +$211K 0.01% 407
2023
Q4 		$255K Buy
+5,515
New +$246K 0.01% 512

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

Capital Investment Advisors's HYDB Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.6% in Q2 2026, buying an estimated $6.46K and bringing the position to 8,879 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #564.

Capital Investment Advisors first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $483K in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Capital Investment Advisors held 8,879 shares of iShares High Yield Systematic Bond ETF worth $415K as of Q2 2026.
  • Capital Investment Advisors bought 138 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $6.46K.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #564 holding.
  • Capital Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Capital Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $483K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.