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Optima Capital’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Optima Capital’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 		– Sell
-53
Closed -$2.51K – 678
2025
Q4 		$2.51K Buy
+53
New +$2.51K ﹤0.01% 726

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

Optima Capital's HYDB Position: Q1 2026 in Review

Optima Capital sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 53 shares — an estimated $2.51K sold.

Optima Capital first reported a position in HYDB in Q4 2025 and held it in 1 quarter. The position peaked at $2.51K in Q4 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Optima Capital reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 53 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $2.51K.
  • Optima Capital first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares High Yield Systematic Bond ETF position peaked at $2.51K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.