CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

CAPTRUST Financial 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 		$5.47M Sell
116,964
-25,062
-18% -$1.17M 0.01% 781
2026
Q1 		$6.61M Sell
142,026
-18,458
-12% -$872K 0.01% 660
2025
Q4 		$7.6M Sell
160,484
-17,126
-10% -$811K 0.01% 554
2025
Q3 		$8.5M Sell
177,610
-72,523
-29% -$3.44M 0.02% 513
2025
Q2 		$11.9M Sell
250,133
-239,248
-49% -$11.1M 0.03% 422
2025
Q1 		$23M Sell
489,381
-159,603
-25% -$7.56M 0.06% 263
2024
Q4 		$30.5M Buy
648,984
+10,030
+2% +$476K 0.09% 177
2024
Q3 		$30.7M Sell
638,954
-33,421
-5% -$1.58M 0.09% 171
2024
Q2 		$29.1M Buy
672,375
+63,883
+10% +$2.96M 0.09% 168
2024
Q1 		$28.4M Buy
+608,492
New +$28.2M 0.1% 170

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

CAPTRUST Financial Advisors's HYDB Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 18% in Q2 2026, selling an estimated $1.17M and leaving 116,964 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #781.

CAPTRUST Financial Advisors first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.7M in Q3 2024. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • CAPTRUST Financial Advisors held 116,964 shares of iShares High Yield Systematic Bond ETF worth $5.47M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 25,062 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $1.17M.
  • iShares High Yield Systematic Bond ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #781 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • CAPTRUST Financial Advisors's iShares High Yield Systematic Bond ETF position peaked at $30.7M in Q3 2024.
  • 196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.