KFS
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Kelly Financial Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Kelly Financial 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 		– Sell
-5,051
Closed -$232K – 143
2026
Q1 		$232K Sell
5,051
-457
-8% -$21.6K 0.06% 117
2025
Q4 		$261K Sell
5,508
-10,591
-66% -$501K 0.07% 99
2025
Q3 		$770K Sell
16,099
-35
-0.2% -$1.66K 0.2% 47
2025
Q2 		$766K Sell
16,134
-66,250
-80% -$3.07M 0.23% 45
2025
Q1 		$3.88M Buy
82,384
+2,203
+3% +$104K 1.35% 19
2024
Q4 		$3.77M Buy
+80,181
New +$3.81M 1.36% 19
2024
Q3 		– Sell
-995
Closed -$46.2K – 374
2024
Q2 		$46.2K Buy
995
+18
+2% +$833 0.02% 233
2024
Q1 		$45.6K Sell
977
-11,706
-92% -$542K 0.02% 230
2023
Q4 		$586K Buy
12,683
+11,741
+1,246% +$524K 0.24% 51
2023
Q3 		$41.4K Buy
942
+18
+2% +$802 0.02% 204
2023
Q2 		$41.3K Buy
924
+17
+2% +$753 0.02% 209
2023
Q1 		$40.5K Buy
907
+10
+1% +$443 0.02% 201
2022
Q4 		$39.1K Buy
897
+20
+2% +$873 0.02% 199
2022
Q3 		$37.4K Buy
877
+13
+2% +$582 0.02% 189
2022
Q2 		$37.6K Sell
864
-201
-19% -$9.29K 0.02% 191
2022
Q1 		$51.9K Buy
1,065
+9
+0.9% +$445 0.02% 172
2021
Q4 		$54.3K Buy
1,056
+17
+2% +$874 0.02% 164
2021
Q3 		$53.7K Buy
1,039
+200
+24% +$10.4K 0.03% 150
2021
Q2 		$43.7K Sell
839
-225
-21% -$11.6K 0.02% 175
2021
Q1 		$54.7K Buy
+1,064
New +$54.6K 0.03% 120

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

Kelly Financial Services's HYDB Position: Q2 2026 in Review

Kelly Financial Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 5,051 shares — an estimated $232K sold.

Kelly Financial Services first reported a position in HYDB in Q1 2021 and held it in 20 quarters. The position peaked at $3.88M in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Kelly Financial Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kelly Financial Services sold 5,051 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $232K.
  • Kelly Financial Services first reported a position in iShares High Yield Systematic Bond ETF in Q1 2021 and held it in 20 quarters.
  • Kelly Financial Services's iShares High Yield Systematic Bond ETF position peaked at $3.88M in Q1 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.