Principal Securities’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Principal Securities’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	$604K	Sell	12,910 -303	-2%	-$14.2K	0.01%	997
2026 Q1	$615K	Sell	13,213 -3,778	-22%	-$178K	0.01%	897
2025 Q4	$805K	Buy	16,991 +3,668	+28%	+$174K	0.01%	767
2025 Q3	$637K	Buy	13,323 +4,070	+44%	+$193K	0.01%	819
2025 Q2	$439K	Buy	9,253 +3,708	+67%	+$172K	0.01%	911
2025 Q1	$261K	Hold	5,545	–	–	0.01%	1022
2024 Q4	$261K	Buy	+5,545	New	+$263K	0.01%	1019
2024 Q3	–	Sell	-663	Closed	-$30.8K	–	3486
2024 Q2	$30.8K	Buy	663 +466	+237%	+$21.6K	﹤0.01%	1847
2024 Q1	$9.2K	Sell	197 -107	-35%	-$4.96K	﹤0.01%	2370
2023 Q4	$14K	Buy	+304	New	+$13.6K	﹤0.01%	2097

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

Principal Securities's HYDB Position: Q2 2026 in Review

Principal Securities reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 2.3% in Q2 2026, selling an estimated $14.2K and leaving 12,910 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #997.

Principal Securities first reported a position in HYDB in Q4 2023 and has held it in 10 quarters since. The position peaked at $805K in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Principal Securities held 12,910 shares of iShares High Yield Systematic Bond ETF worth $604K as of Q2 2026.
Principal Securities sold 303 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $14.2K.
iShares High Yield Systematic Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #997 holding.
Principal Securities first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares High Yield Systematic Bond ETF position peaked at $805K in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.