Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Envestnet Portfolio Solutions’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 		$5.93M Buy
126,690
+902
+0.7% +$42.2K 0.03% 299
2026
Q1 		$5.85M Buy
125,788
+96,743
+333% +$4.57M 0.03% 262
2025
Q4 		$1.38M Sell
29,045
-50,215
-63% -$2.38M ﹤0.01% 654
2025
Q3 		$3.79M Sell
79,260
-1,406
-2% -$66.7K 0.01% 406
2025
Q2 		$3.83M Sell
80,666
-182,939
-69% -$8.49M 0.01% 420
2025
Q1 		$12.4M Sell
263,605
-65,443
-20% -$3.1M 0.05% 194
2024
Q4 		$15.5M Buy
329,048
+309,379
+1,573% +$14.7M 0.05% 176
2024
Q3 		$945K Sell
19,669
-905
-4% -$42.7K ﹤0.01% 924
2024
Q2 		$955K Buy
20,574
+5,006
+32% +$232K ﹤0.01% 879
2024
Q1 		$727K Sell
15,568
-59,599
-79% -$2.76M ﹤0.01% 962
2023
Q4 		$3.47M Buy
75,167
+69,746
+1,287% +$3.11M 0.01% 431
2023
Q3 		$238K Buy
+5,421
New +$241K ﹤0.01% 1349

Other funds holding HYDB

RH
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Envestnet Portfolio Solutions's HYDB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.72% in Q2 2026, buying an estimated $42.2K and bringing the position to 126,690 shares worth $5.93M. The position accounts for 0.03% of the portfolio, ranked #299.

Envestnet Portfolio Solutions first reported a position in HYDB in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.5M in Q4 2024. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Envestnet Portfolio Solutions held 126,690 shares of iShares High Yield Systematic Bond ETF worth $5.93M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 902 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $42.2K.
  • iShares High Yield Systematic Bond ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #299 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares High Yield Systematic Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares High Yield Systematic Bond ETF position peaked at $15.5M in Q4 2024.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.