Elevated Financial Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Elevated Financial 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 Q3	$284K	Buy	+6,317	New	+$292K	0.08%	101

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $389M AUM 4.41% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Liberty Square Wealth Partners Bethlehem, Pennsylvania $431M AUM 17.64% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Elevated Financial Group's HYDB Position: Q3 2026 in Review

Elevated Financial Group opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q3 2026: 6,317 shares worth $284K. The stake represents 0.08% of the portfolio and ranks #101 among its holdings.

166 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

Elevated Financial Group held 6,317 shares of iShares High Yield Systematic Bond ETF worth $284K as of Q3 2026.
iShares High Yield Systematic Bond ETF was a new Elevated Financial Group position in Q3 2026.
iShares High Yield Systematic Bond ETF made up 0.08% of Elevated Financial Group's portfolio in Q3 2026, its #101 holding.
166 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Elevated Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.