Oxinas Partners Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Oxinas Partners Wealth 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	$272K	Sell	5,822 -448	-7%	-$21K	0.11%	125
2026 Q1	$292K	Sell	6,270 -637	-9%	-$30.1K	0.13%	112
2025 Q4	$327K	Sell	6,907 -1,471	-18%	-$69.7K	0.16%	99
2025 Q3	$401K	Sell	8,378 -925	-10%	-$43.9K	0.21%	82
2025 Q2	$442K	Sell	9,303 -584	-6%	-$27.1K	0.23%	82
2025 Q1	$466K	Sell	9,887 -1,136	-10%	-$53.8K	0.27%	78
2024 Q4	$518K	Sell	11,023 -8,841	-45%	-$420K	0.3%	74
2024 Q3	$955K	Sell	19,864 -27,402	-58%	-$1.29M	0.58%	48
2024 Q2	$2.2M	Sell	47,266 -16,273	-26%	-$753K	1.46%	18
2024 Q1	$2.97M	Sell	63,539 -4,305	-6%	-$199K	1.93%	14
2023 Q4	$3.13M	Sell	67,844 -9,258	-12%	-$413K	2.22%	13
2023 Q3	$3.39M	Sell	77,102 -2,373	-3%	-$106K	2.52%	10
2023 Q2	$3.55M	Sell	79,475 -12,998	-14%	-$576K	2.33%	10
2023 Q1	$4.13M	Sell	92,473 -765	-0.8%	-$33.9K	2.98%	8
2022 Q4	$4.06M	Sell	93,238 -3,277	-3%	-$143K	3.43%	6
2022 Q3	$4.11M	Sell	96,515 -20,863	-18%	-$934K	3.4%	7
2022 Q2	$5.11M	Sell	117,378 -9,180	-7%	-$424K	3.88%	5
2022 Q1	$6.17M	Buy	+126,558	New	+$6.26M	3.86%	5
2021 Q3	–	Sell	-88,699	Closed	-$4.62M	–	157
2021 Q2	$4.62M	Buy	+88,699	New	+$4.57M	2.65%	10

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

Oxinas Partners Wealth Management's HYDB Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 7.1% in Q2 2026, selling an estimated $21K and leaving 5,822 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #125.

Oxinas Partners Wealth Management first reported a position in HYDB in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.17M in Q1 2022. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Oxinas Partners Wealth Management held 5,822 shares of iShares High Yield Systematic Bond ETF worth $272K as of Q2 2026.
Oxinas Partners Wealth Management sold 448 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $21K.
iShares High Yield Systematic Bond ETF made up 0.11% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #125 holding.
Oxinas Partners Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2021 and has held it in 19 quarters since.
Oxinas Partners Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $6.17M in Q1 2022.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.