Midwest Capital Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Midwest Capital Advisors’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	$8.17K	Sell	175 -1,585	-90%	-$74.2K	﹤0.01%	175
2026 Q1	$81.9K	Sell	1,760 -125	-7%	-$5.9K	0.04%	79
2025 Q4	$89.2K	Sell	1,885 -2,031	-52%	-$96.2K	0.04%	70
2025 Q3	$187K	Buy	3,916 +261	+7%	+$12.4K	0.09%	51
2025 Q2	$174K	Sell	3,655 -21,971	-86%	-$1.02M	0.09%	52
2025 Q1	$1.21M	Buy	25,626 +2,913	+13%	+$138K	0.74%	21
2024 Q4	$1.07M	Buy	+22,713	New	+$1.08M	0.78%	23

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

Midwest Capital Advisors's HYDB Position: Q2 2026 in Review

Midwest Capital Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 90% in Q2 2026, selling an estimated $74.2K and leaving 175 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Midwest Capital Advisors first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Midwest Capital Advisors held 175 shares of iShares High Yield Systematic Bond ETF worth $8.17K as of Q2 2026.
Midwest Capital Advisors sold 1,585 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $74.2K.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #175 holding.
Midwest Capital Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares High Yield Systematic Bond ETF position peaked at $1.21M in Q1 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.