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 Q3	$436K	Buy	9,689 +2,768	+40%	+$128K	0.01%	965
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%	+$7.24K	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 $389M AUM 4.41% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Liberty Square Wealth Partners Bethlehem, Pennsylvania $431M AUM 17.64% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Perigon Wealth Management's HYDB Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 40% in Q3 2026, buying an estimated $128K and bringing the position to 9,689 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #965.

Perigon Wealth Management first reported a position in HYDB in Q4 2023 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

Perigon Wealth Management held 9,689 shares of iShares High Yield Systematic Bond ETF worth $436K as of Q3 2026.
Perigon Wealth Management bought 2,768 iShares High Yield Systematic Bond ETF shares in Q3 2026, an estimated $128K.
iShares High Yield Systematic Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #965 holding.
Perigon Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.