Cerity Partners
HYDB icon

Cerity Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Cerity 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
Q2 		$551K Sell
11,778
-2,891
-20% -$135K ﹤0.01% 2365
2026
Q1 		$682K Buy
14,669
+535
+4% +$25.3K ﹤0.01% 2095
2025
Q4 		$673K Buy
14,134
+257
+2% +$12.2K ﹤0.01% 1917
2025
Q3 		$657K Sell
13,877
-2,265
-14% -$108K ﹤0.01% 1816
2025
Q2 		$766K Buy
+16,142
New +$749K ﹤0.01% 1648

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RH
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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

Cerity Partners's HYDB Position: Q2 2026 in Review

Cerity Partners reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 20% in Q2 2026, selling an estimated $135K and leaving 11,778 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Cerity Partners first reported a position in HYDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $766K in Q2 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Cerity Partners held 11,778 shares of iShares High Yield Systematic Bond ETF worth $551K as of Q2 2026.
  • Cerity Partners sold 2,891 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2365 holding.
  • Cerity Partners first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's iShares High Yield Systematic Bond ETF position peaked at $766K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.