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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
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 $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

&Partners's HYDB Position: Q1 2026 in Review

&Partners reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 9.5% in Q1 2026, selling an estimated $25.6K and leaving 5,169 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

&Partners first reported a position in HYDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $425K in Q3 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • &Partners held 5,169 shares of iShares High Yield Systematic Bond ETF worth $240K as of Q1 2026.
  • &Partners sold 543 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $25.6K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2133 holding.
  • &Partners first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's iShares High Yield Systematic Bond ETF position peaked at $425K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.