MFG
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Merit Financial Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Merit Financial 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
Q2 		$425K Sell
9,093
-288
-3% -$13.5K ﹤0.01% 1594
2026
Q1 		$436K Buy
9,381
+1,724
+23% +$81.4K ﹤0.01% 1446
2025
Q4 		$363K Sell
7,657
-20,910
-73% -$990K ﹤0.01% 1457
2025
Q3 		$1.37M Buy
28,567
+6,139
+27% +$291K 0.01% 717
2025
Q2 		$1.06M Sell
22,428
-31,683
-59% -$1.47M 0.01% 758
2025
Q1 		$2.55M Buy
54,111
+46,907
+651% +$2.22M 0.04% 359
2024
Q4 		$339K Buy
+7,204
New +$342K 0.01% 880

Other funds holding HYDB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Merit Financial Group's HYDB Position: Q2 2026 in Review

Merit Financial Group reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 3.1% in Q2 2026, selling an estimated $13.5K and leaving 9,093 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Merit Financial Group first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q1 2025. 41 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Merit Financial Group held 9,093 shares of iShares High Yield Systematic Bond ETF worth $425K as of Q2 2026.
  • Merit Financial Group sold 288 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1594 holding.
  • Merit Financial Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's iShares High Yield Systematic Bond ETF position peaked at $2.55M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.