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

Pennsylvania Capital 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	$253K	Buy	5,418 +83	+2%	+$3.88K	0.06%	109
2026 Q1	$248K	Buy	5,335 +54	+1%	+$2.55K	0.07%	100
2025 Q4	$250K	Buy	5,281 +109	+2%	+$5.16K	0.07%	99
2025 Q3	$247K	Buy	5,172 +81	+2%	+$3.84K	0.07%	97
2025 Q2	$242K	Buy	5,091 +86	+2%	+$3.99K	0.08%	95
2025 Q1	$236K	Buy	5,005 +49	+1%	+$2.32K	0.09%	93
2024 Q4	$233K	Buy	4,956 +99	+2%	+$4.7K	0.08%	91
2024 Q3	$233K	Buy	4,857 +76	+2%	+$3.58K	0.08%	90
2024 Q2	$222K	Buy	+4,781	New	+$221K	0.09%	82

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

Pennsylvania Capital Management's HYDB Position: Q2 2026 in Review

Pennsylvania Capital Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.6% in Q2 2026, buying an estimated $3.88K and bringing the position to 5,418 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #109.

Pennsylvania Capital Management first reported a position in HYDB in Q2 2024 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Pennsylvania Capital Management held 5,418 shares of iShares High Yield Systematic Bond ETF worth $253K as of Q2 2026.
Pennsylvania Capital Management bought 83 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $3.88K.
iShares High Yield Systematic Bond ETF made up 0.06% of Pennsylvania Capital Management's portfolio in Q2 2026, its #109 holding.
Pennsylvania Capital Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.