Keating Financial Advisory Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Keating Financial Advisory Services’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	$472K	Sell	10,097 -13	-0.1%	-$608	0.06%	199
2026 Q1	$470K	Sell	10,110 -697	-6%	-$32.9K	0.08%	180
2025 Q4	$512K	Buy	+10,807	New	+$512K	0.07%	207

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

Keating Financial Advisory Services's HYDB Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.13% in Q2 2026, selling an estimated $608 and leaving 10,097 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #199.

Keating Financial Advisory Services first reported a position in HYDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $512K in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Keating Financial Advisory Services held 10,097 shares of iShares High Yield Systematic Bond ETF worth $472K as of Q2 2026.
Keating Financial Advisory Services sold 13 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $608.
iShares High Yield Systematic Bond ETF made up 0.06% of Keating Financial Advisory Services's portfolio in Q2 2026, its #199 holding.
Keating Financial Advisory Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's iShares High Yield Systematic Bond ETF position peaked at $512K in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.