Kingsview Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Kingsview Wealth 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	$681K	Buy	14,569 +205	+1%	+$9.59K	0.01%	866
2026 Q1	$668K	Buy	14,364 +72	+0.5%	+$3.4K	0.01%	802
2025 Q4	$677K	Buy	14,292 +225	+2%	+$10.7K	0.01%	752
2025 Q3	$673K	Sell	14,067 -530	-4%	-$25.2K	0.01%	712
2025 Q2	$693K	Buy	14,597 +118	+0.8%	+$5.48K	0.01%	670
2025 Q1	$682K	Buy	14,479 +1,218	+9%	+$57.7K	0.01%	633
2024 Q4	$623K	Sell	13,261 -698	-5%	-$33.1K	0.01%	676
2024 Q3	$671K	Buy	13,959 +217	+2%	+$10.2K	0.01%	627
2024 Q2	$638K	Sell	13,742 -464	-3%	-$21.5K	0.02%	619
2024 Q1	$664K	Sell	14,206 -100	-0.7%	-$4.63K	0.02%	600
2023 Q4	$661K	Sell	14,306 -2,621	-15%	-$117K	0.02%	577
2023 Q3	$744K	Sell	16,927 -1,078	-6%	-$48K	0.03%	513
2023 Q2	$805K	Buy	18,005 +1,024	+6%	+$45.4K	0.03%	470
2023 Q1	$759K	Buy	+16,981	New	+$753K	0.03%	465

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

Kingsview Wealth Management's HYDB Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.4% in Q2 2026, buying an estimated $9.59K and bringing the position to 14,569 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #866.

Kingsview Wealth Management first reported a position in HYDB in Q1 2023 and has held it in 14 quarters since. The position peaked at $805K in Q2 2023. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Kingsview Wealth Management held 14,569 shares of iShares High Yield Systematic Bond ETF worth $681K as of Q2 2026.
Kingsview Wealth Management bought 205 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $9.59K.
iShares High Yield Systematic Bond ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #866 holding.
Kingsview Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2023 and has held it in 14 quarters since.
Kingsview Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $805K in Q2 2023.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.