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

NewEdge 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	$348K	Buy	7,431 +634	+9%	+$29.7K	﹤0.01%	2373
2026 Q1	$316K	Sell	6,797 -1,359	-17%	-$64.2K	﹤0.01%	2307
2025 Q4	$386K	Sell	8,156 -36,366	-82%	-$1.72M	﹤0.01%	2148
2025 Q3	$2.13M	Buy	44,522 +2,449	+6%	+$116K	0.01%	985
2025 Q2	$2M	Sell	42,073 -57,860	-58%	-$2.69M	0.01%	938
2025 Q1	$4.71M	Buy	99,933 +13,046	+15%	+$618K	0.03%	525
2024 Q4	$4.08M	Buy	86,887 +86,577	+27,928%	+$4.11M	0.02%	570
2024 Q3	$14.9K	Buy	310 +18	+6%	+$849	﹤0.01%	2811
2024 Q2	$13.6K	Hold	292	–	–	﹤0.01%	2747
2024 Q1	$13.6K	Sell	292 -4,142	-93%	-$192K	﹤0.01%	2764
2023 Q4	$205K	Buy	+4,434	New	+$198K	﹤0.01%	1705

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

NewEdge Advisors's HYDB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 9.3% in Q2 2026, buying an estimated $29.7K and bringing the position to 7,431 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

NewEdge Advisors first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.71M in Q1 2025. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

NewEdge Advisors held 7,431 shares of iShares High Yield Systematic Bond ETF worth $348K as of Q2 2026.
NewEdge Advisors bought 634 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $29.7K.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2373 holding.
NewEdge Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
NewEdge Advisors's iShares High Yield Systematic Bond ETF position peaked at $4.71M in Q1 2025.
196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.