EverSource Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

EverSource Wealth Advisors’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	$2.29K	Sell	49 -3	-6%	-$140	﹤0.01%	3674
2026 Q1	$2.42K	Hold	52	–	–	﹤0.01%	3577
2025 Q4	$2.46K	Sell	52 -129	-71%	-$6.11K	﹤0.01%	3418
2025 Q3	$8.66K	Sell	181 -394	-69%	-$18.7K	﹤0.01%	2903
2025 Q2	$27.3K	Sell	575 -363	-39%	-$16.8K	﹤0.01%	2051
2025 Q1	$44.2K	Buy	938 +853	+1,004%	+$40.4K	﹤0.01%	1293
2024 Q4	$4K	Buy	+85	New	+$4.04K	﹤0.01%	2448
2024 Q1	–	Sell	-53	Closed	-$2.45K	–	2940
2023 Q4	$2.45K	Buy	+53	New	+$2.36K	﹤0.01%	2115

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

EverSource Wealth Advisors's HYDB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 5.8% in Q2 2026, selling an estimated $140 and leaving 49 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3674.

EverSource Wealth Advisors first reported a position in HYDB in Q4 2023 and has held it in 8 quarters since. The position peaked at $44.2K in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

EverSource Wealth Advisors held 49 shares of iShares High Yield Systematic Bond ETF worth $2.29K as of Q2 2026.
EverSource Wealth Advisors sold 3 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $140.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3674 holding.
EverSource Wealth Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's iShares High Yield Systematic Bond ETF position peaked at $44.2K in Q1 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.