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Provident Living Financial Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Provident Living Financial Services’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 		$4.51M Buy
96,437
+7,007
+8% +$328K 4.45% 7
2026
Q1 		$4.16M Sell
89,430
-1,312
-1% -$62K 4.59% 7
2025
Q4 		$4.3M Buy
+90,742
New +$4.3M 4.22% 7

Other funds holding HYDB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

Provident Living Financial Services's HYDB Position: Q2 2026 in Review

Provident Living Financial Services increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 7.8% in Q2 2026, buying an estimated $328K and bringing the position to 96,437 shares worth $4.51M. The position accounts for 4.45% of the portfolio, ranked #7.

Provident Living Financial Services first reported a position in HYDB in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Provident Living Financial Services held 96,437 shares of iShares High Yield Systematic Bond ETF worth $4.51M as of Q2 2026.
  • Provident Living Financial Services bought 7,007 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $328K.
  • iShares High Yield Systematic Bond ETF made up 4.45% of Provident Living Financial Services's portfolio in Q2 2026, its #7 holding.
  • Provident Living Financial Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.