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Integrated Wealth Concepts’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Integrated Wealth Concepts’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 		$250K Buy
5,338
+816
+18% +$38.2K ﹤0.01% 2195
2026
Q1 		$210K Buy
+4,522
New +$214K ﹤0.01% 2083
2025
Q4 		– Sell
-9,827
Closed -$470K – 1818
2025
Q3 		$470K Sell
9,827
-4,426
-31% -$210K ﹤0.01% 1381
2025
Q2 		$677K Sell
14,253
-20,055
-58% -$931K 0.01% 1118
2025
Q1 		$1.62M Buy
+34,308
New +$1.62M 0.02% 637

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

Integrated Wealth Concepts's HYDB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 18% in Q2 2026, buying an estimated $38.2K and bringing the position to 5,338 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Integrated Wealth Concepts first reported a position in HYDB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Integrated Wealth Concepts held 5,338 shares of iShares High Yield Systematic Bond ETF worth $250K as of Q2 2026.
  • Integrated Wealth Concepts bought 816 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $38.2K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2195 holding.
  • Integrated Wealth Concepts first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's iShares High Yield Systematic Bond ETF position peaked at $1.62M in Q1 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.