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Geneos Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Geneos Wealth Management’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 		$26.4K Buy
568
+68
+14% +$3.21K ﹤0.01% 1669
2025
Q4 		$23.7K Hold
500
– – ﹤0.01% 1673
2025
Q3 		$23.9K Sell
500
-135
-21% -$6.41K ﹤0.01% 1661
2025
Q2 		$30.1K Sell
635
-1,273
-67% -$59.1K ﹤0.01% 1827
2025
Q1 		$89.8K Buy
1,908
+954
+100% +$45.2K ﹤0.01% 1628
2024
Q4 		$44.8K Hold
954
– – ﹤0.01% 1357
2024
Q3 		$45.8K Sell
954
-1,259
-57% -$59.4K ﹤0.01% 1228
2024
Q2 		$103K Buy
2,213
+122
+6% +$5.65K ﹤0.01% 861
2024
Q1 		$97.7K Buy
+2,091
New +$96.9K ﹤0.01% 857

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 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 $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Geneos Wealth Management's HYDB Position: Q1 2026 in Review

Geneos Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 14% in Q1 2026, buying an estimated $3.21K and bringing the position to 568 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Geneos Wealth Management first reported a position in HYDB in Q1 2024 and has held it in 9 quarters since. The position peaked at $103K in Q2 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Geneos Wealth Management held 568 shares of iShares High Yield Systematic Bond ETF worth $26.4K as of Q1 2026.
  • Geneos Wealth Management bought 68 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $3.21K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1669 holding.
  • Geneos Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Geneos Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $103K in Q2 2024.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.