IAA
HYDB icon

Independent Advisor Alliance’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Independent Advisor Alliance’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 		$569K Sell
12,168
-171
-1% -$8K 0.01% 623
2026
Q1 		$574K Buy
12,339
+4,030
+49% +$190K 0.01% 1053
2025
Q4 		$393K Buy
8,309
+954
+13% +$45.2K 0.01% 717
2025
Q3 		$352K Buy
7,355
+112
+2% +$5.32K 0.01% 723
2025
Q2 		$344K Buy
7,243
+1,797
+33% +$83.4K 0.01% 692
2025
Q1 		$256K Sell
5,446
-2,366
-30% -$112K 0.01% 698
2024
Q4 		$367K Buy
+7,812
New +$371K ﹤0.01% 1057

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

Independent Advisor Alliance's HYDB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.4% in Q2 2026, selling an estimated $8K and leaving 12,168 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #623.

Independent Advisor Alliance first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Independent Advisor Alliance held 12,168 shares of iShares High Yield Systematic Bond ETF worth $569K as of Q2 2026.
  • Independent Advisor Alliance sold 171 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $8K.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #623 holding.
  • Independent Advisor Alliance first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Independent Advisor Alliance's iShares High Yield Systematic Bond ETF position peaked at $574K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.