Liberty Square Wealth Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Liberty Square Wealth Partners’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	$20.5M	Buy	438,332 +44,204	+11%	+$2.07M	4.88%	6
2026 Q1	$18.3M	Buy	394,128 +64,924	+20%	+$3.07M	5.12%	6
2025 Q4	$15.6M	Buy	329,204 +120,621	+58%	+$5.71M	4.45%	6
2025 Q3	$9.98M	Buy	208,583 +107,731	+107%	+$5.11M	3.08%	7
2025 Q2	$4.79M	Buy	100,852 +57,779	+134%	+$2.68M	1.65%	11
2025 Q1	$2.03M	Buy	43,073 +20,105	+88%	+$952K	0.77%	23
2024 Q4	$1.09M	Buy	+22,968	New	+$1.09M	0.4%	46

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

Liberty Square Wealth Partners's HYDB Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 11% in Q2 2026, buying an estimated $2.07M and bringing the position to 438,332 shares worth $20.5M. The position accounts for 4.88% of the portfolio, ranked #6.

Liberty Square Wealth Partners first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Liberty Square Wealth Partners held 438,332 shares of iShares High Yield Systematic Bond ETF worth $20.5M as of Q2 2026.
Liberty Square Wealth Partners bought 44,204 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $2.07M.
iShares High Yield Systematic Bond ETF made up 4.88% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #6 holding.
Liberty Square Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.