Moisand Fitzgerald Tamayo’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Moisand Fitzgerald Tamayo’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	$14.3K	Hold	306	–	–	﹤0.01%	323
2026 Q1	$14.2K	Hold	306	–	–	﹤0.01%	306
2025 Q4	$14.5K	Hold	306	–	–	﹤0.01%	304
2025 Q3	$14.6K	Hold	306	–	–	﹤0.01%	309
2025 Q2	$14.5K	Hold	306	–	–	﹤0.01%	307
2025 Q1	$14.4K	Hold	306	–	–	﹤0.01%	304
2024 Q4	$14.4K	Hold	306	–	–	﹤0.01%	297
2024 Q3	$14.7K	Hold	306	–	–	﹤0.01%	310
2024 Q2	$14.2K	Hold	306	–	–	﹤0.01%	276
2024 Q1	$14.3K	Hold	306	–	–	﹤0.01%	279
2023 Q4	$14.1K	Hold	306	–	–	﹤0.01%	293
2023 Q3	$13.4K	Hold	306	–	–	﹤0.01%	306
2023 Q2	$13.7K	Hold	306	–	–	﹤0.01%	294
2023 Q1	$13.7K	Hold	306	–	–	﹤0.01%	300
2022 Q4	$13.3K	Hold	306	–	–	﹤0.01%	288
2022 Q3	$13K	Hold	306	–	–	﹤0.01%	260
2022 Q2	$13K	Buy	+306	New	+$14.1K	﹤0.01%	255
2022 Q1	–	Sell	-306	Closed	-$16K	–	569
2021 Q4	$16K	Hold	306	–	–	﹤0.01%	221
2021 Q3	$16K	Hold	306	–	–	0.01%	214
2021 Q2	$16K	Hold	306	–	–	0.01%	224
2021 Q1	$16K	Hold	306	–	–	0.01%	181
2020 Q4	$16K	Hold	306	–	–	0.01%	184
2020 Q3	$15K	Buy	+306	New	+$14.9K	0.01%	174

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

Moisand Fitzgerald Tamayo's HYDB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 306 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Moisand Fitzgerald Tamayo first reported a position in HYDB in Q3 2020 and has held it in 23 quarters since. The position peaked at $16K in Q4 2021. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Moisand Fitzgerald Tamayo held 306 shares of iShares High Yield Systematic Bond ETF worth $14.3K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #323 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares High Yield Systematic Bond ETF in Q3 2020 and has held it in 23 quarters since.
Moisand Fitzgerald Tamayo's iShares High Yield Systematic Bond ETF position peaked at $16K in Q4 2021.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.