Cornerstone Planning Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Cornerstone Planning Group’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	$18.7M	Buy	402,928 +17,064	+4%	+$799K	2.35%	10
2026 Q1	$18.1M	Buy	385,864 +32,933	+9%	+$1.56M	2.41%	8
2025 Q4	$16.8M	Buy	352,931 +3,767	+1%	+$178K	2.62%	9
2025 Q3	$16.6M	Buy	349,164 +9,994	+3%	+$474K	2.66%	10
2025 Q2	$16M	Buy	339,170 +21,126	+7%	+$981K	3.27%	9
2025 Q1	$14.6M	Buy	318,044 +10,074	+3%	+$477K	3.49%	7
2024 Q4	$14.7M	Buy	307,970 +6,509	+2%	+$309K	3.6%	7
2024 Q3	$14.3M	Buy	301,461 +24,892	+9%	+$1.17M	3.79%	7
2024 Q2	$12.8M	Buy	276,569 +19,248	+7%	+$891K	3.67%	7
2024 Q1	$11.9M	Buy	257,321 +28,734	+13%	+$1.33M	3.72%	7
2023 Q4	$10.6M	Buy	+228,587	New	+$10.2M	3.49%	9

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

Cornerstone Planning Group's HYDB Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 4.4% in Q2 2026, buying an estimated $799K and bringing the position to 402,928 shares worth $18.7M. The position accounts for 2.35% of the portfolio, ranked #10.

Cornerstone Planning Group first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Cornerstone Planning Group held 402,928 shares of iShares High Yield Systematic Bond ETF worth $18.7M as of Q2 2026.
Cornerstone Planning Group bought 17,064 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $799K.
iShares High Yield Systematic Bond ETF made up 2.35% of Cornerstone Planning Group's portfolio in Q2 2026, its #10 holding.
Cornerstone Planning Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.