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Foundations Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Foundations Investment 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
Q1 		– Sell
-58,293
Closed -$2.76M – 1204
2025
Q4 		$2.76M Buy
58,293
+464
+0.8% +$22K 0.04% 299
2025
Q3 		$2.77M Buy
57,829
+2,655
+5% +$126K 0.04% 286
2025
Q2 		$2.62M Sell
55,174
-88,950
-62% -$4.13M 0.04% 273
2025
Q1 		$6.79M Buy
144,124
+41,578
+41% +$1.97M 0.13% 157
2024
Q4 		$4.82M Buy
102,546
+92,225
+894% +$4.38M 0.09% 195
2024
Q3 		$496K Buy
10,321
+624
+6% +$29.4K 0.01% 522
2024
Q2 		$450K Sell
9,697
-279
-3% -$12.9K 0.01% 520
2024
Q1 		$466K Buy
9,976
+598
+6% +$27.7K 0.01% 483
2023
Q4 		$437K Buy
+9,378
New +$418K 0.01% 469

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Foundations Investment Advisors's HYDB Position: Q1 2026 in Review

Foundations Investment Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 58,293 shares — an estimated $2.76M sold.

Foundations Investment Advisors first reported a position in HYDB in Q4 2023 and held it in 9 quarters. The position peaked at $6.79M in Q1 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Foundations Investment Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 58,293 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $2.76M.
  • Foundations Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 9 quarters.
  • Foundations Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $6.79M in Q1 2025.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.