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BFC Planning, Inc.’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

BFC Planning, Inc.’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 		$7.25K Hold
155
– – ﹤0.01% 2525
2026
Q1 		$7.21K Sell
155
-18
-10% -$850 ﹤0.01% 2164
2025
Q4 		$8.19K Sell
173
-198
-53% -$9.38K ﹤0.01% 2147
2025
Q3 		$17.8K Buy
371
+4
+1% +$190 ﹤0.01% 1630
2025
Q2 		$17.4K Sell
367
-46
-11% -$2.14K ﹤0.01% 1550
2025
Q1 		$19.4K Sell
413
-200
-33% -$9.47K ﹤0.01% 1474
2024
Q4 		$28.8K Buy
+613
New +$29.1K ﹤0.01% 1318

Other funds holding HYDB

RenaissanceRe Holdings
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Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthspire Advisors (New York)
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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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 22.9% 1-Year Est. Return
SHP Wealth Management
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

BFC Planning, Inc.'s HYDB Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 155 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

BFC Planning, Inc. first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.8K in Q4 2024. 199 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • BFC Planning, Inc. held 155 shares of iShares High Yield Systematic Bond ETF worth $7.25K as of Q2 2026.
  • BFC Planning, Inc. left its iShares High Yield Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2525 holding.
  • BFC Planning, Inc. first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShares High Yield Systematic Bond ETF position peaked at $28.8K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.