JSW
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Journey Strategic Wealth’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Journey Strategic Wealth’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 		$338K Hold
7,276
– – 0.01% 488
2025
Q4 		$344K Hold
7,276
– – 0.01% 448
2025
Q3 		$348K Buy
+7,276
New +$345K 0.01% 415

Other funds holding HYDB

RH
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.66T 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

Journey Strategic Wealth's HYDB Position: Q1 2026 in Review

Journey Strategic Wealth held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q1 2026 at 7,276 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #488.

Journey Strategic Wealth first reported a position in HYDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $348K in Q3 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Journey Strategic Wealth held 7,276 shares of iShares High Yield Systematic Bond ETF worth $338K as of Q1 2026.
  • Journey Strategic Wealth left its iShares High Yield Systematic Bond ETF share count unchanged in Q1 2026.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #488 holding.
  • Journey Strategic Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's iShares High Yield Systematic Bond ETF position peaked at $348K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.