MWM
HYDB icon

Mascagni Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Mascagni Wealth Management’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 		$4.54M Sell
97,118
-7,954
-8% -$372K 2.82% 7
2026
Q1 		$4.89M Buy
105,072
+3,143
+3% +$148K 3.48% 6
2025
Q4 		$4.83M Buy
101,929
+3,531
+4% +$167K 3.6% 6
2025
Q3 		$4.71M Buy
98,398
+2,838
+3% +$135K 3.64% 5
2025
Q2 		$4.54M Buy
95,560
+1,486
+2% +$69K 3.86% 4
2025
Q1 		$4.43M Hold
94,074
– – 4.41% 4
2024
Q4 		$4.43M Buy
+94,074
New +$4.47M 4.41% 4

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
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Mascagni Wealth Management's HYDB Position: Q2 2026 in Review

Mascagni Wealth Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 7.6% in Q2 2026, selling an estimated $372K and leaving 97,118 shares worth $4.54M. The position accounts for 2.82% of the portfolio, ranked #7.

Mascagni Wealth Management first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.89M in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Mascagni Wealth Management held 97,118 shares of iShares High Yield Systematic Bond ETF worth $4.54M as of Q2 2026.
  • Mascagni Wealth Management sold 7,954 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $372K.
  • iShares High Yield Systematic Bond ETF made up 2.82% of Mascagni Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Mascagni Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Mascagni Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $4.89M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.