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

Modern 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 		$450K Buy
+9,620
New +$450K 0.01% 743
2025
Q3 		– Sell
-17,288
Closed -$821K – 816
2025
Q2 		$821K Sell
17,288
-11,548
-40% -$536K 0.02% 397
2025
Q1 		$1.36M Buy
28,836
+1,609
+6% +$76.2K 0.04% 261
2024
Q4 		$1.28M Buy
+27,227
New +$1.29M 0.05% 228

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

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

Modern Wealth Management opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026: 9,620 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in HYDB as recently as Q2 2025.

Modern Wealth Management first reported a position in HYDB in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.36M in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Modern Wealth Management held 9,620 shares of iShares High Yield Systematic Bond ETF worth $450K as of Q2 2026.
  • iShares High Yield Systematic Bond ETF was a new Modern Wealth Management position in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #743 holding.
  • Modern Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Modern Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $1.36M in Q1 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.