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

Everest 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 		$250K Buy
5,353
+91
+2% +$4.26K 0.03% 189
2026
Q1 		$245K Sell
5,262
-86
-2% -$4.06K 0.04% 182
2025
Q4 		$253K Buy
+5,348
New +$253K 0.06% 82

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

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

Everest Financial Group increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.7% in Q2 2026, buying an estimated $4.26K and bringing the position to 5,353 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #189.

Everest Financial Group first reported a position in HYDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Everest Financial Group held 5,353 shares of iShares High Yield Systematic Bond ETF worth $250K as of Q2 2026.
  • Everest Financial Group bought 91 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $4.26K.
  • iShares High Yield Systematic Bond ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #189 holding.
  • Everest Financial Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's iShares High Yield Systematic Bond ETF position peaked at $253K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.