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North Star Investment Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

North Star Investment 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 		$55K Hold
1,175
– – ﹤0.01% 726
2026
Q1 		$54.7K Hold
1,175
– – ﹤0.01% 714
2025
Q4 		$55.6K Hold
1,175
– – ﹤0.01% 650
2025
Q3 		$56.2K Hold
1,175
– – ﹤0.01% 631
2025
Q2 		$55.8K Hold
1,175
– – ﹤0.01% 612
2025
Q1 		$55.3K Hold
1,175
– – ﹤0.01% 595
2024
Q4 		$55.2K Hold
1,175
– – ﹤0.01% 601
2024
Q3 		$56.5K Hold
1,175
– – ﹤0.01% 579
2024
Q2 		$54.6K Hold
1,175
– – ﹤0.01% 588
2024
Q1 		$54.9K Hold
1,175
– – ﹤0.01% 599
2023
Q4 		$54.3K Hold
1,175
– – ﹤0.01% 579
2023
Q3 		$51.6K Hold
1,175
– – ﹤0.01% 582
2023
Q2 		$52.5K Hold
1,175
– – ﹤0.01% 597
2023
Q1 		$52.5K Hold
1,175
– – ﹤0.01% 606
2022
Q4 		$51.2K Hold
1,175
– – ﹤0.01% 589
2022
Q3 		$50K Hold
1,175
– – ﹤0.01% 546
2022
Q2 		$51K Hold
1,175
– – ﹤0.01% 544
2022
Q1 		$57K Hold
1,175
– – ﹤0.01% 553
2021
Q4 		$60K Hold
1,175
– – ﹤0.01% 576
2021
Q3 		$61K Hold
1,175
– – 0.01% 550
2021
Q2 		$61K Hold
1,175
– – ﹤0.01% 549
2021
Q1 		$60K Buy
+1,175
New +$60.3K 0.01% 521

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

North Star Investment Management's HYDB Position: Q2 2026 in Review

North Star Investment Management held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 1,175 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

North Star Investment Management first reported a position in HYDB in Q1 2021 and has held it in 22 quarters since. The position peaked at $61K in Q3 2021. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • North Star Investment Management held 1,175 shares of iShares High Yield Systematic Bond ETF worth $55K as of Q2 2026.
  • North Star Investment Management 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 North Star Investment Management's portfolio in Q2 2026, its #726 holding.
  • North Star Investment Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • North Star Investment Management's iShares High Yield Systematic Bond ETF position peaked at $61K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.