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JFS Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

JFS Wealth 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 		$8.42K Sell
180
-552
-75% -$25.8K ﹤0.01% 1081
2026
Q1 		$34.1K Sell
732
-28,790
-98% -$1.36M ﹤0.01% 601
2025
Q4 		$1.4M Buy
29,522
+1,564
+6% +$74.1K 0.08% 137
2025
Q3 		$1.34M Buy
27,958
+11,056
+65% +$525K 0.08% 144
2025
Q2 		$802K Buy
16,902
+253
+2% +$11.7K 0.05% 170
2025
Q1 		$784K Buy
+16,649
New +$788K 0.05% 159

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

JFS Wealth Advisors's HYDB Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 75% in Q2 2026, selling an estimated $25.8K and leaving 180 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

JFS Wealth Advisors first reported a position in HYDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • JFS Wealth Advisors held 180 shares of iShares High Yield Systematic Bond ETF worth $8.42K as of Q2 2026.
  • JFS Wealth Advisors sold 552 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $25.8K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1081 holding.
  • JFS Wealth Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • JFS Wealth Advisors's iShares High Yield Systematic Bond ETF position peaked at $1.4M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.