MA Private Wealth’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

MA Private Wealth’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	$2.89M	Sell	61,876 -93,962	-60%	-$4.4M	0.43%	33
2026 Q1	$7.25M	Sell	155,838 -47,118	-23%	-$2.22M	1.23%	23
2025 Q4	$9.61M	Buy	202,956 +31,197	+18%	+$1.48M	1.6%	18
2025 Q3	$8.22M	Buy	171,759 +33,903	+25%	+$1.61M	1.38%	20
2025 Q2	$6.54M	Buy	137,856 +128,285	+1,340%	+$5.95M	1.17%	22
2025 Q1	$451K	Buy	+9,571	New	+$453K	0.08%	58

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

MA Private Wealth's HYDB Position: Q2 2026 in Review

MA Private Wealth reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 60% in Q2 2026, selling an estimated $4.4M and leaving 61,876 shares worth $2.89M. The position accounts for 0.43% of the portfolio, ranked #33.

MA Private Wealth first reported a position in HYDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.61M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

MA Private Wealth held 61,876 shares of iShares High Yield Systematic Bond ETF worth $2.89M as of Q2 2026.
MA Private Wealth sold 93,962 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $4.4M.
iShares High Yield Systematic Bond ETF made up 0.43% of MA Private Wealth's portfolio in Q2 2026, its #33 holding.
MA Private Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
MA Private Wealth's iShares High Yield Systematic Bond ETF position peaked at $9.61M in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.