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

Kestra 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	$2.3M	Sell	49,211 -27,254	-36%	-$1.28M	0.01%	1249
2026 Q1	$3.56M	Sell	76,465 -33,084	-30%	-$1.56M	0.01%	976
2025 Q4	$5.19M	Buy	109,549 +52,296	+91%	+$2.48M	0.02%	712
2025 Q3	$2.74M	Buy	57,253 +9,763	+21%	+$463K	0.01%	986
2025 Q2	$2.25M	Sell	47,490 -1,757	-4%	-$81.5K	0.01%	1019
2025 Q1	$2.32M	Buy	49,247 +1,872	+4%	+$88.6K	0.01%	920
2024 Q4	$2.23M	Buy	47,375 +1,688	+4%	+$80.2K	0.01%	945
2024 Q3	$2.2M	Sell	45,687 -11,308	-20%	-$533K	0.01%	910
2024 Q2	$2.65M	Buy	56,995 +6,457	+13%	+$299K	0.01%	829
2024 Q1	$2.36M	Buy	+50,538	New	+$2.34M	0.02%	803

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

Kestra Advisory Services's HYDB Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 36% in Q2 2026, selling an estimated $1.28M and leaving 49,211 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #1249.

Kestra Advisory Services first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.19M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Kestra Advisory Services held 49,211 shares of iShares High Yield Systematic Bond ETF worth $2.3M as of Q2 2026.
Kestra Advisory Services sold 27,254 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $1.28M.
iShares High Yield Systematic Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1249 holding.
Kestra Advisory Services first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's iShares High Yield Systematic Bond ETF position peaked at $5.19M in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.