NBT Bank’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

NBT Bank’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	$531K	Sell	11,353 -727	-6%	-$34K	0.04%	260
2026 Q1	$562K	Buy	12,080 +1,420	+13%	+$67.1K	0.04%	257
2025 Q4	$505K	Buy	10,660 +965	+10%	+$45.7K	0.03%	272
2025 Q3	$464K	Buy	9,695 +650	+7%	+$30.9K	0.03%	284
2025 Q2	$429K	Buy	9,045 +450	+5%	+$20.9K	0.03%	289
2025 Q1	$405K	Buy	+8,595	New	+$407K	0.03%	289
2024 Q2	–	Sell	-17	Closed	-$794	–	599
2024 Q1	$794	Buy	+17	New	+$787	﹤0.01%	564

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

NBT Bank's HYDB Position: Q2 2026 in Review

NBT Bank reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 6% in Q2 2026, selling an estimated $34K and leaving 11,353 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #260.

NBT Bank first reported a position in HYDB in Q1 2024 and has held it in 7 quarters since. The position peaked at $562K in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

NBT Bank held 11,353 shares of iShares High Yield Systematic Bond ETF worth $531K as of Q2 2026.
NBT Bank sold 727 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $34K.
iShares High Yield Systematic Bond ETF made up 0.04% of NBT Bank's portfolio in Q2 2026, its #260 holding.
NBT Bank first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 7 quarters since.
NBT Bank's iShares High Yield Systematic Bond ETF position peaked at $562K in Q1 2026.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.