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

Outlook Wealth 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	$11.3M	Sell	242,213 -5,117	-2%	-$239K	2.45%	6
2026 Q1	$11.5M	Sell	247,330 -28,783	-10%	-$1.36M	2.78%	6
2025 Q4	$13.1M	Sell	276,113 -1,040	-0.4%	-$49.2K	2.96%	6
2025 Q3	$13.3M	Sell	277,153 -14,902	-5%	-$707K	3.3%	5
2025 Q2	$13.9M	Buy	292,055 +4,192	+1%	+$195K	3.57%	6
2025 Q1	$13.6M	Buy	287,863 +49,851	+21%	+$2.36M	3.77%	5
2024 Q4	$11.2M	Sell	238,012 -1,290	-0.5%	-$61.3K	3.21%	7
2024 Q3	$11.5M	Buy	239,302 +20,482	+9%	+$966K	3.3%	7
2024 Q2	$284K	Buy	218,820 +14,582	+7%	+$675K	0.09%	224
2024 Q1	$9.54M	Buy	204,238 +64,916	+47%	+$3.01M	2.95%	7
2023 Q4	$6.44M	Buy	139,322 +9,262	+7%	+$413K	2.25%	12
2023 Q3	$5.71M	Buy	130,060 +9,628	+8%	+$429K	2.18%	11
2023 Q2	$5.38M	Buy	120,432 +54,314	+82%	+$2.41M	2.04%	11
2023 Q1	$2.95M	Buy	+66,118	New	+$2.93M	1.31%	15
2022 Q4	–	Sell	-68,002	Closed	-$2.9M	–	180
2022 Q3	$2.9M	Sell	68,002 -28,213	-29%	-$1.26M	1.3%	19
2022 Q2	$4.18M	Sell	96,215 -117,282	-55%	-$5.42M	1.71%	13
2022 Q1	$10.4M	Sell	213,497 -6,286	-3%	-$311K	3.48%	6
2021 Q4	$11.3M	Buy	219,783 +28,650	+15%	+$1.47M	3.32%	6
2021 Q3	$9.89M	Buy	191,133 +1,476	+0.8%	+$76.5K	3.23%	5
2021 Q2	$9.88M	Buy	189,657 +14,639	+8%	+$755K	3.16%	4
2021 Q1	$9M	Buy	175,018 +137,802	+370%	+$7.07M	3.13%	6
2020 Q4	$1.91M	Buy	37,216 +2,673	+8%	+$134K	0.69%	35
2020 Q3	$1.68M	Sell	34,543 -2,164	-6%	-$105K	0.67%	37
2020 Q2	$1.73M	Sell	36,707 -8,143	-18%	-$375K	0.73%	36
2020 Q1	$1.97M	Sell	44,850 -17,036	-28%	-$830K	1.11%	22
2019 Q4	$3.14M	Buy	61,886 +28,381	+85%	+$1.43M	1.77%	15
2019 Q3	$1.7M	Sell	33,505 -310	-0.9%	-$15.6K	1.01%	27
2019 Q2	$1.69M	Buy	33,815 +22,751	+206%	+$1.13M	1.11%	24
2019 Q1	$545K	Buy	+11,064	New	+$537K	0.45%	60

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

Outlook Wealth Advisors's HYDB Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 2.1% in Q2 2026, selling an estimated $239K and leaving 242,213 shares worth $11.3M. The position accounts for 2.45% of the portfolio, ranked #6.

Outlook Wealth Advisors first reported a position in HYDB in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.9M in Q2 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Outlook Wealth Advisors held 242,213 shares of iShares High Yield Systematic Bond ETF worth $11.3M as of Q2 2026.
Outlook Wealth Advisors sold 5,117 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $239K.
iShares High Yield Systematic Bond ETF made up 2.45% of Outlook Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Outlook Wealth Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2019 and has held it in 29 quarters since.
Outlook Wealth Advisors's iShares High Yield Systematic Bond ETF position peaked at $13.9M in Q2 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.