Continuum Advisory’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Continuum Advisory’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	$1.73M	Sell	37,047 -4,835	-12%	-$226K	0.14%	133
2026 Q1	$1.95M	Buy	41,882 +43	+0.1%	+$2.03K	0.19%	112
2025 Q4	$1.98M	Buy	41,839 +6,971	+20%	+$330K	0.2%	111
2025 Q3	$1.67M	Buy	34,868 +31	+0.1%	+$1.47K	0.18%	113
2025 Q2	$1.65M	Sell	34,837 -227	-0.6%	-$10.5K	0.2%	104
2025 Q1	$1.65M	Buy	35,064 +2	+0%	+$95	0.21%	104
2024 Q4	$1.65M	Buy	35,062 +203	+0.6%	+$9.64K	0.21%	101
2024 Q3	$1.65M	Buy	34,859 +84	+0.2%	+$3.96K	0.21%	103
2024 Q2	$1.61M	Buy	34,775 +508	+1%	+$23.5K	0.23%	96
2024 Q1	$1.59M	Buy	34,267 +3,438	+11%	+$159K	0.24%	97
2023 Q4	$1.42M	Buy	+30,829	New	+$1.38M	0.2%	124

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

Continuum Advisory's HYDB Position: Q2 2026 in Review

Continuum Advisory reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 12% in Q2 2026, selling an estimated $226K and leaving 37,047 shares worth $1.73M. The position accounts for 0.14% of the portfolio, ranked #133.

Continuum Advisory first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Continuum Advisory held 37,047 shares of iShares High Yield Systematic Bond ETF worth $1.73M as of Q2 2026.
Continuum Advisory sold 4,835 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $226K.
iShares High Yield Systematic Bond ETF made up 0.14% of Continuum Advisory's portfolio in Q2 2026, its #133 holding.
Continuum Advisory first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Continuum Advisory's iShares High Yield Systematic Bond ETF position peaked at $1.98M in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.