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

IHT 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 Q2	–	Sell	-13,966	Closed	-$650K	–	1304
2026 Q1	$650K	Sell	13,966 -9,002	-39%	-$425K	0.02%	729
2025 Q4	$1.09M	Sell	22,968 -125,562	-85%	-$5.95M	0.03%	520
2025 Q3	$7.11M	Sell	148,530 -12,548	-8%	-$596K	0.18%	115
2025 Q2	$7.65M	Sell	161,078 -280,905	-64%	-$13M	0.21%	100
2025 Q1	$20.8M	Sell	441,983 -76,895	-15%	-$3.64M	0.65%	29
2024 Q4	$24.4M	Buy	+518,878	New	+$24.6M	0.79%	19

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

IHT Wealth Management's HYDB Position: Q2 2026 in Review

IHT Wealth Management sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 13,966 shares — an estimated $650K sold.

IHT Wealth Management first reported a position in HYDB in Q4 2024 and held it in 6 quarters. The position peaked at $24.4M in Q4 2024. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

IHT Wealth Management reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 13,966 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $650K.
IHT Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 6 quarters.
IHT Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $24.4M in Q4 2024.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.