Keystone Financial Group (Georgia)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Keystone Financial Group (Georgia)’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	$53.5K	Sell	1,144 -896	-44%	-$41.9K	0.03%	82
2026 Q1	$94.9K	Sell	2,040 -232	-10%	-$11K	0.05%	70
2025 Q4	$108K	Sell	2,272 -321	-12%	-$15.2K	0.06%	73
2025 Q3	$124K	Sell	2,593 -385	-13%	-$18.3K	0.07%	72
2025 Q2	$141K	Buy	2,978 +1,032	+53%	+$47.9K	0.09%	66
2025 Q1	$89.8K	Buy	+1,946	New	+$92.1K	0.06%	74

Other funds holding HYDB

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

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 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

Keystone Financial Group (Georgia)'s HYDB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 44% in Q2 2026, selling an estimated $41.9K and leaving 1,144 shares worth $53.5K. The position accounts for 0.03% of the portfolio, ranked #82.

Keystone Financial Group (Georgia) first reported a position in HYDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $141K in Q2 2025. 53 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Keystone Financial Group (Georgia) held 1,144 shares of iShares High Yield Systematic Bond ETF worth $53.5K as of Q2 2026.
Keystone Financial Group (Georgia) sold 896 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $41.9K.
iShares High Yield Systematic Bond ETF made up 0.03% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #82 holding.
Keystone Financial Group (Georgia) first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Financial Group (Georgia)'s iShares High Yield Systematic Bond ETF position peaked at $141K in Q2 2025.
53 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.