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HYDB icon

&Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

&Partners’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 		– Sell
-5,169
Closed -$240K – 2538
2026
Q1 		$240K Sell
5,169
-543
-10% -$25.6K ﹤0.01% 2133
2025
Q4 		$270K Sell
5,712
-3,131
-35% -$148K ﹤0.01% 1973
2025
Q3 		$425K Buy
8,843
+441
+5% +$20.9K ﹤0.01% 1557
2025
Q2 		$399K Buy
+8,402
New +$390K ﹤0.01% 1462

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 22.9% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

&Partners's HYDB Position: Q2 2026 in Review

&Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 5,169 shares — an estimated $240K sold.

&Partners first reported a position in HYDB in Q2 2025 and held it in 4 quarters. The position peaked at $425K in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • &Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 5,169 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $240K.
  • &Partners first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and held it in 4 quarters.
  • &Partners's iShares High Yield Systematic Bond ETF position peaked at $425K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.