JWCA
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J.W. Cole Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

J.W. Cole 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 		$2.01M Buy
43,073
+6,469
+18% +$303K 0.03% 498
2026
Q1 		$1.7M Buy
36,604
+2,356
+7% +$111K 0.06% 273
2025
Q4 		$42.3K Buy
34,248
+3,623
+12% +$172K ﹤0.01% 1418
2025
Q3 		$1.47M Buy
30,625
+1,723
+6% +$81.8K 0.03% 588
2025
Q2 		$1.37M Buy
+28,902
New +$1.34M 0.03% 557
2025
Q1 		– Sell
-24,061
Closed -$1.13M – 1297
2024
Q4 		$1.13M Buy
24,061
+1,041
+5% +$49.4K 0.05% 383
2024
Q3 		$1.11M Buy
23,020
+2,572
+13% +$121K 0.05% 367
2024
Q2 		$950K Buy
+20,448
New +$946K 0.04% 365

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

J.W. Cole Advisors's HYDB Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 18% in Q2 2026, buying an estimated $303K and bringing the position to 43,073 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #498.

J.W. Cole Advisors first reported a position in HYDB in Q2 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • J.W. Cole Advisors held 43,073 shares of iShares High Yield Systematic Bond ETF worth $2.01M as of Q2 2026.
  • J.W. Cole Advisors bought 6,469 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $303K.
  • iShares High Yield Systematic Bond ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #498 holding.
  • J.W. Cole Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.