IWA
HYDB icon

Icon Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Icon Wealth 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
-7,573
Closed -$359K – 410
2025
Q4 		$359K Sell
7,573
-2,088
-22% -$98.9K 0.02% 292
2025
Q3 		$462K Buy
9,661
+4,750
+97% +$225K 0.03% 257
2025
Q2 		$233K Sell
4,911
-7,742
-61% -$359K 0.02% 350
2025
Q1 		$596K Buy
12,653
+203
+2% +$9.61K 0.05% 195
2024
Q4 		$585K Buy
+12,450
New +$591K 0.05% 198
2024
Q1 		– Sell
-2,509
Closed -$116K – 472
2023
Q4 		$116K Buy
+2,509
New +$112K 0.01% 406

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

Icon Wealth Advisors's HYDB Position: Q1 2026 in Review

Icon Wealth Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 7,573 shares — an estimated $359K sold.

Icon Wealth Advisors first reported a position in HYDB in Q4 2023 and held it in 6 quarters. The position peaked at $596K in Q1 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Icon Wealth Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 7,573 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $359K.
  • Icon Wealth Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 6 quarters.
  • Icon Wealth Advisors's iShares High Yield Systematic Bond ETF position peaked at $596K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.