JPL Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

JPL Wealth Management’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	$462K	Sell	9,886 -2,791	-22%	-$131K	0.09%	100
2026 Q1	$590K	Buy	12,677 +3,817	+43%	+$180K	0.14%	89
2025 Q4	$420K	Buy	8,860 +665	+8%	+$31.5K	0.1%	97
2025 Q3	$392K	Sell	8,195 -65	-0.8%	-$3.08K	0.09%	102
2025 Q2	$392K	Buy	8,260 +455	+6%	+$21.1K	0.11%	95
2025 Q1	$368K	Buy	7,805 +2,542	+48%	+$120K	0.1%	96
2024 Q4	$247K	Buy	+5,263	New	+$250K	0.07%	115

Other funds holding HYDB

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

JPL Wealth Management's HYDB Position: Q2 2026 in Review

JPL Wealth Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 22% in Q2 2026, selling an estimated $131K and leaving 9,886 shares worth $462K. The position accounts for 0.09% of the portfolio, ranked #100.

JPL Wealth Management first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

JPL Wealth Management held 9,886 shares of iShares High Yield Systematic Bond ETF worth $462K as of Q2 2026.
JPL Wealth Management sold 2,791 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $131K.
iShares High Yield Systematic Bond ETF made up 0.09% of JPL Wealth Management's portfolio in Q2 2026, its #100 holding.
JPL Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
JPL Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $590K in Q1 2026.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.