Commonwealth Equity Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Commonwealth Equity Services’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	$2.07M	Sell	44,187 -15,070	-25%	-$705K	﹤0.01%	2085
2026 Q1	$2.76M	Buy	59,257 +14,769	+33%	+$697K	﹤0.01%	1753
2025 Q4	$2.11M	Buy	44,488 +3,779	+9%	+$179K	﹤0.01%	1936
2025 Q3	$1.95M	Buy	40,709 +12,110	+42%	+$575K	﹤0.01%	2013
2025 Q2	$1.36M	Sell	28,599 -80,687	-74%	-$3.74M	﹤0.01%	2321
2025 Q1	$5.15M	Sell	109,286 -127,405	-54%	-$6.03M	0.01%	1268
2024 Q4	$11.1M	Buy	236,691 +104,530	+79%	+$4.96M	0.02%	784
2024 Q3	$6.35M	Buy	132,161 +118,530	+870%	+$5.59M	0.01%	1070
2024 Q2	$633K	Sell	13,631 -37,317	-73%	-$1.73M	﹤0.01%	2636
2024 Q1	$2.38M	Buy	50,948 +37,991	+293%	+$1.76M	﹤0.01%	1662
2023 Q4	$599K	Buy	12,957 +3,443	+36%	+$154K	﹤0.01%	2559
2023 Q3	$418K	Buy	9,514 +2,190	+30%	+$97.5K	﹤0.01%	2747
2023 Q2	$327K	Buy	7,324 +1,063	+17%	+$47.1K	﹤0.01%	2971
2023 Q1	$279K	Buy	6,261 +698	+13%	+$31K	﹤0.01%	3024
2022 Q4	$242K	Sell	5,563 -407	-7%	-$17.8K	﹤0.01%	3057
2022 Q3	$254K	Buy	5,970 +148	+3%	+$6.63K	﹤0.01%	2956
2022 Q2	$253K	Buy	+5,822	New	+$269K	﹤0.01%	2990
2021 Q4	–	Sell	-5,898	Closed	-$305K	–	3689
2021 Q3	$305K	Sell	5,898 -79	-1%	-$4.09K	﹤0.01%	2903
2021 Q2	$311K	Sell	5,977 -2,439	-29%	-$126K	﹤0.01%	2863
2021 Q1	$432K	Buy	8,416 +4,139	+97%	+$212K	﹤0.01%	2447
2020 Q4	$219K	Sell	4,277 -71	-2%	-$3.56K	﹤0.01%	2834
2020 Q3	$211K	Buy	4,348 +7	+0.2%	+$340	﹤0.01%	2671
2020 Q2	$204K	Buy	+4,341	New	+$200K	﹤0.01%	2586

Other funds holding HYDB

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Commonwealth Equity Services's HYDB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 25% in Q2 2026, selling an estimated $705K and leaving 44,187 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Commonwealth Equity Services first reported a position in HYDB in Q2 2020 and has held it in 23 quarters since. The position peaked at $11.1M in Q4 2024. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Commonwealth Equity Services held 44,187 shares of iShares High Yield Systematic Bond ETF worth $2.07M as of Q2 2026.
Commonwealth Equity Services sold 15,070 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $705K.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2085 holding.
Commonwealth Equity Services first reported a position in iShares High Yield Systematic Bond ETF in Q2 2020 and has held it in 23 quarters since.
Commonwealth Equity Services's iShares High Yield Systematic Bond ETF position peaked at $11.1M in Q4 2024.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.