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

Madrona Financial Services’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 		– Sell
-7,578
Closed -$359K – 130
2025
Q4 		$359K Sell
7,578
-100
-1% -$4.74K 0.08% 83
2025
Q3 		$367K Sell
7,678
-16
-0.2% -$759 0.08% 74
2025
Q2 		$365K Buy
7,694
+490
+7% +$22.7K 0.09% 73
2025
Q1 		$339K Buy
7,204
+248
+4% +$11.7K 0.09% 72
2024
Q4 		$327K Sell
6,956
-281
-4% -$13.3K 0.09% 78
2024
Q3 		$348K Hold
7,237
– – 0.1% 70
2024
Q2 		$336K Buy
7,237
+1,072
+17% +$49.6K 0.1% 65
2024
Q1 		$288K Hold
6,165
– – 0.1% 67
2023
Q4 		$285K Buy
6,165
+391
+7% +$17.4K 0.11% 66
2023
Q3 		$254K Hold
5,774
– – 0.12% 82
2023
Q2 		$258K Sell
5,774
-40
-0.7% -$1.77K 0.13% 81
2023
Q1 		$260K Sell
5,814
-17
-0.3% -$754 0.14% 71
2022
Q4 		$254K Buy
5,831
+251
+4% +$11K 0.15% 61
2022
Q3 		$238K Hold
5,580
– – 0.15% 63
2022
Q2 		$243K Hold
5,580
– – 0.14% 70
2022
Q1 		$268K Hold
5,580
– – 0.13% 66
2021
Q4 		$287K Buy
5,580
+660
+13% +$33.9K 0.12% 61
2021
Q3 		$254K Buy
+4,920
New +$255K 0.12% 57

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

Madrona Financial Services's HYDB Position: Q1 2026 in Review

Madrona Financial Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 7,578 shares — an estimated $359K sold.

Madrona Financial Services first reported a position in HYDB in Q3 2021 and held it in 18 quarters. The position peaked at $367K in Q3 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Madrona Financial Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Madrona Financial Services sold 7,578 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $359K.
  • Madrona Financial Services first reported a position in iShares High Yield Systematic Bond ETF in Q3 2021 and held it in 18 quarters.
  • Madrona Financial Services's iShares High Yield Systematic Bond ETF position peaked at $367K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Madrona Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.