Janney Montgomery Scott’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Janney Montgomery Scott’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	$752K	Sell	16,162 -2,654	-14%	-$125K	﹤0.01%	1811
2025 Q4	$891K	Sell	18,816 -16,349	-46%	-$774K	﹤0.01%	1802
2025 Q3	$1.68M	Buy	35,165 +1,034	+3%	+$49.1K	﹤0.01%	1401
2025 Q2	$1.62M	Sell	34,131 -68,047	-67%	-$3.16M	﹤0.01%	1309
2025 Q1	$4.81M	Buy	102,178 +4,534	+5%	+$215K	0.01%	789
2024 Q4	$4.59M	Buy	97,644 +87,461	+859%	+$4.15M	0.01%	808
2024 Q3	$489K	Sell	10,183 -1,280	-11%	-$60.4K	﹤0.01%	1987
2024 Q2	$532K	Buy	11,463 +145	+1%	+$6.71K	﹤0.01%	1839
2024 Q1	$529K	Sell	11,318 -13,944	-55%	-$646K	﹤0.01%	1956
2023 Q4	$1.17M	Buy	+25,262	New	+$1.13M	﹤0.01%	1364

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 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 $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Janney Montgomery Scott's HYDB Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 14% in Q1 2026, selling an estimated $125K and leaving 16,162 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Janney Montgomery Scott first reported a position in HYDB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.81M in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

Janney Montgomery Scott held 16,162 shares of iShares High Yield Systematic Bond ETF worth $752K as of Q1 2026.
Janney Montgomery Scott sold 2,654 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $125K.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1811 holding.
Janney Montgomery Scott first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
Janney Montgomery Scott's iShares High Yield Systematic Bond ETF position peaked at $4.81M in Q1 2025.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.