Harbour Investments’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Harbour Investments’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	$34.7K	Buy	742 +11	+2%	+$515	﹤0.01%	2612
2026 Q1	$34K	Buy	731 +647	+770%	+$30.6K	﹤0.01%	2558
2025 Q4	$3.98K	Hold	84	–	–	﹤0.01%	3099
2025 Q3	$4.02K	Hold	84	–	–	﹤0.01%	3070
2025 Q2	$3.99K	Buy	+84	New	+$3.9K	﹤0.01%	2958
2024 Q4	–	Sell	-3	Closed	-$144	–	3536
2024 Q3	$144	Sell	3 -596	-99%	-$28.1K	﹤0.01%	3297
2024 Q2	$27.8K	Buy	599 +11	+2%	+$509	﹤0.01%	1812
2024 Q1	$27.5K	Sell	588 -784	-57%	-$36.3K	﹤0.01%	1800
2023 Q4	$63.4K	Buy	1,372 +807	+143%	+$36K	﹤0.01%	1352
2023 Q3	$24.8K	Buy	565 +11	+2%	+$490	﹤0.01%	1651
2023 Q2	$24.8K	Buy	554 +10	+2%	+$443	﹤0.01%	1675
2023 Q1	$24.3K	Buy	544 +6	+1%	+$266	﹤0.01%	1657
2022 Q4	$23.4K	Buy	538 +20	+4%	+$873	﹤0.01%	1612
2022 Q3	$23K	Hold	518	–	–	﹤0.01%	1577
2022 Q2	$23K	Buy	+518	New	+$23.9K	﹤0.01%	1577
2021 Q4	$26K	Buy	511 +43	+9%	+$2.21K	﹤0.01%	1553
2021 Q3	$24K	Buy	+468	New	+$24.3K	﹤0.01%	2193

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

Harbour Investments's HYDB Position: Q2 2026 in Review

Harbour Investments increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.5% in Q2 2026, buying an estimated $515 and bringing the position to 742 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Harbour Investments first reported a position in HYDB in Q3 2021 and has held it in 17 quarters since. The position peaked at $63.4K in Q4 2023. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Harbour Investments held 742 shares of iShares High Yield Systematic Bond ETF worth $34.7K as of Q2 2026.
Harbour Investments bought 11 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $515.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2612 holding.
Harbour Investments first reported a position in iShares High Yield Systematic Bond ETF in Q3 2021 and has held it in 17 quarters since.
Harbour Investments's iShares High Yield Systematic Bond ETF position peaked at $63.4K in Q4 2023.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.