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Leo Wealth LLC’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Leo Wealth LLC’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
Q1 		$1.72M Buy
36,902
+82
+0.2% +$3.87K 0.12% 137
2025
Q4 		$1.74M Buy
+36,820
New +$1.74M 0.13% 129
2025
Q3 		– Sell
-29,345
Closed -$1.39M – 338
2025
Q2 		$1.39M Buy
+29,345
New +$1.36M 0.11% 147
2025
Q1 		– Sell
-21,539
Closed -$1.01M – 319
2024
Q4 		$1.01M Buy
+21,539
New +$1.02M 0.09% 155

Other funds holding HYDB

RH
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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Leo Wealth LLC's HYDB Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.22% in Q1 2026, buying an estimated $3.87K and bringing the position to 36,902 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #137.

Leo Wealth LLC first reported a position in HYDB in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.74M in Q4 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Leo Wealth LLC held 36,902 shares of iShares High Yield Systematic Bond ETF worth $1.72M as of Q1 2026.
  • Leo Wealth LLC bought 82 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $3.87K.
  • iShares High Yield Systematic Bond ETF made up 0.12% of Leo Wealth LLC's portfolio in Q1 2026, its #137 holding.
  • Leo Wealth LLC first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Leo Wealth LLC's iShares High Yield Systematic Bond ETF position peaked at $1.74M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.