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

Embree 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
Q2 		$401K Sell
8,569
-5,204
-38% -$244K 0.04% 188
2026
Q1 		$641K Sell
13,773
-2,057
-13% -$97.1K 0.08% 144
2025
Q4 		$750K Buy
15,830
+6,706
+73% +$318K 0.09% 127
2025
Q3 		$437K Buy
+9,124
New +$433K 0.06% 152

Other funds holding HYDB

CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Embree Financial Group's HYDB Position: Q2 2026 in Review

Embree Financial Group reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 38% in Q2 2026, selling an estimated $244K and leaving 8,569 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #188.

Embree Financial Group first reported a position in HYDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $750K in Q4 2025. 27 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Embree Financial Group held 8,569 shares of iShares High Yield Systematic Bond ETF worth $401K as of Q2 2026.
  • Embree Financial Group sold 5,204 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares High Yield Systematic Bond ETF made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #188 holding.
  • Embree Financial Group first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Embree Financial Group's iShares High Yield Systematic Bond ETF position peaked at $750K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.