PWM
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Perigon Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Perigon 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
Q1 		$316K Buy
6,803
+76
+1% +$3.59K 0.01% 999
2025
Q4 		$319K Buy
6,727
+153
+2% +$7.25K 0.01% 990
2025
Q3 		$315K Buy
6,574
+115
+2% +$5.46K 0.01% 931
2025
Q2 		$307K Buy
+6,459
New +$300K 0.01% 833
2024
Q1 		– Sell
-5,954
Closed -$275K – 874
2023
Q4 		$275K Buy
+5,954
New +$266K 0.01% 682

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

Perigon Wealth Management's HYDB Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.1% in Q1 2026, buying an estimated $3.59K and bringing the position to 6,803 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #999.

Perigon Wealth Management first reported a position in HYDB in Q4 2023 and has held it in 5 quarters since. The position peaked at $319K in Q4 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Perigon Wealth Management held 6,803 shares of iShares High Yield Systematic Bond ETF worth $316K as of Q1 2026.
  • Perigon Wealth Management bought 76 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $3.59K.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #999 holding.
  • Perigon Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Perigon Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $319K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.