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

Collier Financial’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 		$2.59K Buy
55
+1
+2% +$47 ﹤0.01% 134
2026
Q1 		$2.53K Buy
54
+1
+2% +$47 ﹤0.01% 130
2025
Q4 		$2.54K Hold
53
– – ﹤0.01% 124
2025
Q3 		$2.51K Buy
+53
New +$2.52K ﹤0.01% 124
2025
Q1 		$8.64K Sell
184
-10,659
-98% -$505K 0.01% 108
2024
Q4 		$510K Buy
+10,843
New +$515K 0.46% 24

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

Collier Financial's HYDB Position: Q2 2026 in Review

Collier Financial increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.9% in Q2 2026, buying an estimated $47 and bringing the position to 55 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Collier Financial first reported a position in HYDB in Q4 2024 and has held it in 6 quarters since. The position peaked at $510K in Q4 2024. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Collier Financial held 55 shares of iShares High Yield Systematic Bond ETF worth $2.59K as of Q2 2026.
  • Collier Financial bought 1 iShares High Yield Systematic Bond ETF share in Q2 2026, an estimated $47.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Collier Financial's portfolio in Q2 2026, its #134 holding.
  • Collier Financial first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's iShares High Yield Systematic Bond ETF position peaked at $510K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.