LPL Financial’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

LPL Financial’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	$73.4M	Buy	1,569,565 +384,069	+32%	+$18M	0.02%	831
2026 Q1	$55.1M	Buy	1,185,496 +38,528	+3%	+$1.82M	0.01%	867
2025 Q4	$54.3M	Buy	1,146,968 +157,291	+16%	+$7.45M	0.01%	832
2025 Q3	$47.4M	Buy	989,677 +92,199	+10%	+$4.38M	0.01%	878
2025 Q2	$42.6M	Sell	897,478 -231,381	-20%	-$10.7M	0.01%	850
2025 Q1	$53.2M	Sell	1,128,859 -285,656	-20%	-$13.5M	0.02%	665
2024 Q4	$66.5M	Buy	1,414,515 +943,005	+200%	+$44.8M	0.03%	532
2024 Q3	$22.7M	Buy	471,510 +76,667	+19%	+$3.62M	0.01%	986
2024 Q2	$18.3M	Buy	394,843 +49,548	+14%	+$2.29M	0.01%	1007
2024 Q1	$16.1M	Buy	345,295 +196,445	+132%	+$9.1M	0.01%	1044
2023 Q4	$6.88M	Buy	148,850 +84,055	+130%	+$3.75M	﹤0.01%	1482
2023 Q3	$2.85M	Buy	64,795 +1,228	+2%	+$54.7K	﹤0.01%	2006
2023 Q2	$2.84M	Sell	63,567 -4,597	-7%	-$204K	﹤0.01%	1956
2023 Q1	$3.04M	Buy	68,164 +8,053	+13%	+$357K	﹤0.01%	1829
2022 Q4	$2.62M	Sell	60,111 -35,413	-37%	-$1.55M	﹤0.01%	1875
2022 Q3	$4.07M	Buy	95,524 +17,901	+23%	+$802K	﹤0.01%	1519
2022 Q2	$3.38M	Sell	77,623 -6,871	-8%	-$318K	﹤0.01%	1647
2022 Q1	$4.12M	Sell	84,494 -4,818	-5%	-$238K	﹤0.01%	1562
2021 Q4	$4.59M	Buy	89,312 +1,380	+2%	+$70.9K	﹤0.01%	1511
2021 Q3	$4.55M	Buy	87,932 +37,120	+73%	+$1.92M	﹤0.01%	1460
2021 Q2	$2.65M	Buy	50,812 +2,985	+6%	+$154K	﹤0.01%	1763
2021 Q1	$2.46M	Buy	47,827 +2,377	+5%	+$122K	﹤0.01%	1700
2020 Q4	$2.33M	Buy	45,450 +16,217	+55%	+$812K	﹤0.01%	1574
2020 Q3	$1.42M	Buy	29,233 +4,432	+18%	+$215K	﹤0.01%	1669
2020 Q2	$1.17M	Sell	24,801 -1,803	-7%	-$83K	﹤0.01%	1719
2020 Q1	$1.17M	Sell	26,604 -5,632	-17%	-$274K	﹤0.01%	1514
2019 Q4	$1.64M	Buy	32,236 +8,190	+34%	+$413K	﹤0.01%	1489
2019 Q3	$1.22M	Buy	24,046 +5,645	+31%	+$283K	﹤0.01%	1593
2019 Q2	$920K	Buy	18,401 +2,713	+17%	+$134K	﹤0.01%	1787
2019 Q1	$773K	Buy	15,688 +9,351	+148%	+$454K	﹤0.01%	1842
2018 Q4	$293K	Buy	+6,337	New	+$304K	﹤0.01%	2484

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

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

LPL Financial's HYDB Position: Q2 2026 in Review

LPL Financial increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 32% in Q2 2026, buying an estimated $18M and bringing the position to 1,569,565 shares worth $73.4M. The position accounts for 0.02% of the portfolio, ranked #831.

LPL Financial first reported a position in HYDB in Q4 2018 and has held it in 31 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

LPL Financial held 1,569,565 shares of iShares High Yield Systematic Bond ETF worth $73.4M as of Q2 2026.
LPL Financial bought 384,069 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $18M.
iShares High Yield Systematic Bond ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #831 holding.
LPL Financial first reported a position in iShares High Yield Systematic Bond ETF in Q4 2018 and has held it in 31 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.