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

OneDigital Investment 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
Q1 		$2.57M Sell
55,169
-5,079
-8% -$240K 0.03% 415
2025
Q4 		$2.85M Sell
60,248
-2,438
-4% -$115K 0.03% 380
2025
Q3 		$3M Sell
62,686
-10,456
-14% -$496K 0.03% 342
2025
Q2 		$3.47M Sell
73,142
-7,678
-10% -$356K 0.04% 298
2025
Q1 		$3.81M Sell
80,820
-39,198
-33% -$1.86M 0.05% 276
2024
Q4 		$5.64M Sell
120,018
-415
-0.3% -$19.7K 0.07% 222
2024
Q3 		$5.79M Buy
120,433
+27,352
+29% +$1.29M 0.07% 227
2024
Q2 		$4.32M Buy
93,081
+12,041
+15% +$557K 0.05% 258
2024
Q1 		$3.79M Buy
81,040
+66,712
+466% +$3.09M 0.06% 225
2023
Q4 		$662K Buy
+14,328
New +$639K 0.01% 615
2022
Q2 		– Sell
-11,970
Closed -$583K – 755
2022
Q1 		$583K Sell
11,970
-13,387
-53% -$662K 0.02% 399
2021
Q4 		$1.3M Sell
25,357
-2,596
-9% -$133K 0.05% 237
2021
Q3 		$1.45M Buy
27,953
+21,150
+311% +$1.1M 0.06% 204
2021
Q2 		$354K Buy
+6,803
New +$351K 0.01% 505

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

OneDigital Investment Advisors's HYDB Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 8.4% in Q1 2026, selling an estimated $240K and leaving 55,169 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #415.

OneDigital Investment Advisors first reported a position in HYDB in Q2 2021 and has held it in 14 quarters since. The position peaked at $5.79M in Q3 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • OneDigital Investment Advisors held 55,169 shares of iShares High Yield Systematic Bond ETF worth $2.57M as of Q1 2026.
  • OneDigital Investment Advisors sold 5,079 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $240K.
  • iShares High Yield Systematic Bond ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #415 holding.
  • OneDigital Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2021 and has held it in 14 quarters since.
  • OneDigital Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $5.79M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.