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

Kestra Private Wealth 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
-4,347
Closed -$202K – 1857
2026
Q1 		$202K Sell
4,347
-159
-4% -$7.51K ﹤0.01% 1633
2025
Q4 		$213K Buy
+4,506
New +$213K ﹤0.01% 1570

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CICC
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BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Kestra Private Wealth Services's HYDB Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 4,347 shares — an estimated $202K sold.

Kestra Private Wealth Services first reported a position in HYDB in Q4 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 64 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,347 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $202K.
  • Kestra Private Wealth Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's iShares High Yield Systematic Bond ETF position peaked at $213K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

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