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

IFP 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
Q2 		$4.35M Buy
92,977
+6,651
+8% +$311K 0.08% 288
2026
Q1 		$4.02M Buy
86,326
+23,446
+37% +$1.11M 0.08% 262
2025
Q4 		$2.98M Buy
62,880
+4,606
+8% +$218K 0.07% 322
2025
Q3 		$2.79M Buy
58,274
+8,057
+16% +$382K 0.07% 297
2025
Q2 		$2.38M Buy
50,217
+22,665
+82% +$1.05M 0.07% 321
2025
Q1 		$1.3M Buy
27,552
+12,941
+89% +$613K 0.04% 478
2024
Q4 		$687K Buy
14,611
+14,516
+15,280% +$689K 0.02% 630
2024
Q3 		$4.57K Hold
95
– – ﹤0.01% 2692
2024
Q2 		$4.41K Buy
95
+47
+98% +$2.17K ﹤0.01% 2609
2024
Q1 		$2.24K Buy
+48
New +$2.22K ﹤0.01% 2665
2022
Q1 		– Sell
-847
Closed -$44K – 4563
2021
Q4 		$44K Hold
847
– – ﹤0.01% 1602
2021
Q3 		$44K Buy
+847
New +$43.9K ﹤0.01% 1635

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
LPL Financial
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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

IFP Advisors's HYDB Position: Q2 2026 in Review

IFP Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 7.7% in Q2 2026, buying an estimated $311K and bringing the position to 92,977 shares worth $4.35M. The position accounts for 0.08% of the portfolio, ranked #288.

IFP Advisors first reported a position in HYDB in Q3 2021 and has held it in 12 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • IFP Advisors held 92,977 shares of iShares High Yield Systematic Bond ETF worth $4.35M as of Q2 2026.
  • IFP Advisors bought 6,651 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $311K.
  • iShares High Yield Systematic Bond ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #288 holding.
  • IFP Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q3 2021 and has held it in 12 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.