Kestra Investment Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Kestra Investment 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	$217K	Sell	4,631 -7,158	-61%	-$335K	﹤0.01%	502
2026 Q1	$548K	Sell	11,789 -525,748	-98%	-$24.8M	0.01%	281
2025 Q4	$25.5M	Buy	537,537 +432,835	+413%	+$20.5M	0.62%	39
2025 Q3	$5.01M	Buy	104,702 +14,622	+16%	+$694K	0.13%	70
2025 Q2	$4.28M	Buy	90,080 +26,588	+42%	+$1.23M	0.13%	67
2025 Q1	$2.99M	Sell	63,492 -394,601	-86%	-$18.7M	0.09%	75
2024 Q4	$21.5M	Buy	458,093 +26,355	+6%	+$1.25M	0.85%	32
2024 Q3	$20.7M	Buy	431,738 +121,404	+39%	+$5.73M	0.89%	33
2024 Q2	$14.4M	Buy	+310,334	New	+$14.4M	0.98%	31

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 Investment Management's HYDB Position: Q2 2026 in Review

Kestra Investment Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 61% in Q2 2026, selling an estimated $335K and leaving 4,631 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Kestra Investment Management first reported a position in HYDB in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.5M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Kestra Investment Management held 4,631 shares of iShares High Yield Systematic Bond ETF worth $217K as of Q2 2026.
Kestra Investment Management sold 7,158 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $335K.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #502 holding.
Kestra Investment Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's iShares High Yield Systematic Bond ETF position peaked at $25.5M in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.