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

Dynasty 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	$972K	Buy	20,790 +10,314	+98%	+$483K	0.01%	192
2026 Q1	$487K	Buy	+10,476	New	+$495K	﹤0.01%	235
2025 Q3	–	Sell	-64,735	Closed	-$3.07M	–	329
2025 Q2	$3.07M	Sell	64,735 -1,569	-2%	-$72.8K	0.05%	68
2025 Q1	$3.12M	Buy	66,304 +8,766	+15%	+$415K	0.05%	72
2024 Q4	$2.7M	Buy	+57,538	New	+$2.73M	0.05%	81

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

Dynasty Wealth Management's HYDB Position: Q2 2026 in Review

Dynasty Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 98% in Q2 2026, buying an estimated $483K and bringing the position to 20,790 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #192.

Dynasty Wealth Management first reported a position in HYDB in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.12M in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Dynasty Wealth Management held 20,790 shares of iShares High Yield Systematic Bond ETF worth $972K as of Q2 2026.
Dynasty Wealth Management bought 10,314 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $483K.
iShares High Yield Systematic Bond ETF made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #192 holding.
Dynasty Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 5 quarters since.
Dynasty Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $3.12M in Q1 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

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