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Garton & Associates Financial Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Garton & Associates Financial 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
-60
Closed -$2.84K – 378
2025
Q4 		$2.84K Buy
+60
New +$2.84K ﹤0.01% 1072

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

Garton & Associates Financial Advisors's HYDB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 60 shares — an estimated $2.84K sold.

Garton & Associates Financial Advisors first reported a position in HYDB in Q4 2025 and held it in 1 quarter. The position peaked at $2.84K in Q4 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 60 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $2.84K.
  • Garton & Associates Financial Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares High Yield Systematic Bond ETF position peaked at $2.84K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.