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

Mosley 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 		$8.42K Sell
180
-676
-79% -$31.6K ﹤0.01% 398
2026
Q1 		$40.9K Buy
+856
New +$40.4K 0.02% 213
2024
Q4 		$361K Buy
+7,593
New +$361K 0.22% 87

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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

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

Mosley Wealth Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 79% in Q2 2026, selling an estimated $31.6K and leaving 180 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Mosley Wealth Management first reported a position in HYDB in Q4 2024 and has held it in 3 quarters since. The position peaked at $361K in Q4 2024. 123 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Mosley Wealth Management held 180 shares of iShares High Yield Systematic Bond ETF worth $8.42K as of Q2 2026.
  • Mosley Wealth Management sold 676 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $31.6K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #398 holding.
  • Mosley Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Mosley Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $361K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.