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J.E. Simmons & Co’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

J.E. Simmons & Co’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
-34,831
Closed -$1.65M – 68
2025
Q4 		$1.65M Buy
+34,831
New +$1.65M 1.07% 15

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

J.E. Simmons & Co's HYDB Position: Q1 2026 in Review

J.E. Simmons & Co sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 34,831 shares — an estimated $1.65M sold.

J.E. Simmons & Co first reported a position in HYDB in Q4 2025 and held it in 1 quarter. The position peaked at $1.65M in Q4 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • J.E. Simmons & Co reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.E. Simmons & Co sold 34,831 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $1.65M.
  • J.E. Simmons & Co first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and held it in 1 quarter.
  • J.E. Simmons & Co's iShares High Yield Systematic Bond ETF position peaked at $1.65M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on J.E. Simmons & Co's 13F filing for Q1 2026, filed 21 Apr 2026.