Mather Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Mather Group’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	-4,751	Closed	-$225K	–	1899
2025 Q4	$225K	Buy	4,751 +172	+4%	+$8.14K	﹤0.01%	604
2025 Q3	$219K	Buy	+4,579	New	+$217K	﹤0.01%	602
2025 Q2	–	Sell	-3,921	Closed	-$185K	–	1109
2025 Q1	$185K	Buy	3,921 +110	+3%	+$5.21K	﹤0.01%	614
2024 Q4	$179K	Buy	3,811 +557	+17%	+$26.4K	﹤0.01%	601
2024 Q3	$156K	Buy	3,254 +1,172	+56%	+$55.3K	﹤0.01%	640
2024 Q2	$97.3K	Buy	2,082 +1,137	+120%	+$52.6K	﹤0.01%	819
2024 Q1	$43.7K	Buy	+945	New	+$43.8K	﹤0.01%	901

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mather Group's HYDB Position: Q1 2026 in Review

Mather Group sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 4,751 shares — an estimated $225K sold.

Mather Group first reported a position in HYDB in Q1 2024 and held it in 7 quarters. The position peaked at $225K in Q4 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

Mather Group reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
Mather Group sold 4,751 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $225K.
Mather Group first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and held it in 7 quarters.
Mather Group's iShares High Yield Systematic Bond ETF position peaked at $225K in Q4 2025.
218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.