Milestone Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Milestone Investment 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	$6.55K	Hold	140	–	–	﹤0.01%	131
2026 Q1	$6.51K	Hold	140	–	–	﹤0.01%	131
2025 Q4	$6.63K	Hold	140	–	–	﹤0.01%	126
2025 Q3	$6.7K	Hold	140	–	–	﹤0.01%	119
2025 Q2	$6.65K	Hold	140	–	–	﹤0.01%	119
2025 Q1	$6.59K	Hold	140	–	–	﹤0.01%	122
2024 Q4	$6.58K	Hold	140	–	–	﹤0.01%	123
2024 Q3	$6.73K	Buy	140 +40	+40%	+$1.89K	﹤0.01%	121
2024 Q2	$4.64K	Sell	100 -108	-52%	-$5K	﹤0.01%	124
2024 Q1	$9.72K	Sell	208 -20,684	-99%	-$958K	﹤0.01%	116
2023 Q4	$965K	Buy	+20,892	New	+$932K	0.28%	44

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 22.9% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Milestone Investment Advisors's HYDB Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 140 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Milestone Investment Advisors first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $965K in Q4 2023. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Milestone Investment Advisors held 140 shares of iShares High Yield Systematic Bond ETF worth $6.55K as of Q2 2026.
Milestone Investment Advisors left its iShares High Yield Systematic Bond ETF share count unchanged in Q2 2026.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #131 holding.
Milestone Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Milestone Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $965K in Q4 2023.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.