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 Q2	$324K	Buy	6,921 +118	+2%	+$5.52K	0.01%	1072
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

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

Perigon Wealth Management's HYDB Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.7% in Q2 2026, buying an estimated $5.52K and bringing the position to 6,921 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #1072.

Perigon Wealth Management first reported a position in HYDB in Q4 2023 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Perigon Wealth Management held 6,921 shares of iShares High Yield Systematic Bond ETF worth $324K as of Q2 2026.
Perigon Wealth Management bought 118 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $5.52K.
iShares High Yield Systematic Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1072 holding.
Perigon Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 6 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.