Correct Capital Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Correct Capital Wealth Management’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	$2.55M	Buy	54,502 +180	+0.3%	+$8.42K	0.44%	28
2026 Q1	$2.53M	Sell	54,322 -82	-0.2%	-$3.87K	0.47%	32
2025 Q4	$2.58M	Sell	54,404 -45,984	-46%	-$2.18M	0.48%	32
2025 Q3	$4.8M	Buy	100,388 +7,619	+8%	+$362K	0.79%	19
2025 Q2	$4.4M	Sell	92,769 -2,302	-2%	-$107K	0.64%	18
2025 Q1	$4.48M	Sell	95,071 -51,026	-35%	-$2.42M	0.72%	15
2024 Q4	$6.87M	Buy	146,097 +4,914	+3%	+$233K	1.37%	13
2024 Q3	$6.79M	Sell	141,183 -56,370	-29%	-$2.66M	1.5%	13
2024 Q2	$9.17M	Buy	197,553 +25,050	+15%	+$1.16M	2.14%	12
2024 Q1	$8.06M	Buy	172,503 +7,755	+5%	+$359K	1.86%	13
2023 Q4	$7.61M	Buy	+164,748	New	+$7.35M	1.93%	14

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

Correct Capital Wealth Management's HYDB Position: Q2 2026 in Review

Correct Capital Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.33% in Q2 2026, buying an estimated $8.42K and bringing the position to 54,502 shares worth $2.55M. The position accounts for 0.44% of the portfolio, ranked #28.

Correct Capital Wealth Management first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.17M in Q2 2024. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Correct Capital Wealth Management held 54,502 shares of iShares High Yield Systematic Bond ETF worth $2.55M as of Q2 2026.
Correct Capital Wealth Management bought 180 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $8.42K.
iShares High Yield Systematic Bond ETF made up 0.44% of Correct Capital Wealth Management's portfolio in Q2 2026, its #28 holding.
Correct Capital Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $9.17M in Q2 2024.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.