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Regal Investment Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Regal Investment Advisors’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 		$472K Sell
10,139
-5,266
-34% -$249K 0.03% 444
2025
Q4 		$729K Sell
15,405
-2,312
-13% -$109K 0.04% 348
2025
Q3 		$848K Buy
17,717
+288
+2% +$13.7K 0.06% 290
2025
Q2 		$827K Sell
17,429
-9,142
-34% -$424K 0.06% 264
2025
Q1 		$1.25M Buy
26,571
+9,175
+53% +$434K 0.1% 193
2024
Q4 		$818K Buy
17,396
+7,942
+84% +$377K 0.06% 251
2024
Q3 		$454K Sell
9,454
-318
-3% -$15K 0.03% 369
2024
Q2 		$454K Buy
9,772
+81
+0.8% +$3.75K 0.03% 372
2024
Q1 		$453K Sell
9,691
-2,167
-18% -$100K 0.03% 377
2023
Q4 		$548K Buy
11,858
+2,137
+22% +$95.3K 0.04% 310
2023
Q3 		$427K Buy
9,721
+45
+0.5% +$2K 0.04% 315
2023
Q2 		$433K Buy
9,676
+789
+9% +$35K 0.04% 321
2023
Q1 		$397K Sell
8,887
-308
-3% -$13.7K 0.04% 330
2022
Q4 		$401K Sell
9,195
-298
-3% -$13K 0.04% 321
2022
Q3 		$404K Buy
9,493
+146
+2% +$6.54K 0.04% 301
2022
Q2 		$407K Sell
9,347
-60
-0.6% -$2.77K 0.04% 316
2022
Q1 		$458K Sell
9,407
-2,681
-22% -$133K 0.04% 326
2021
Q4 		$621K Buy
12,088
+944
+8% +$48.5K 0.06% 305
2021
Q3 		$576K Buy
11,144
+637
+6% +$33K 0.06% 315
2021
Q2 		$547K Buy
+10,507
New +$542K 0.05% 316

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

Regal Investment Advisors's HYDB Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 34% in Q1 2026, selling an estimated $249K and leaving 10,139 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #444.

Regal Investment Advisors first reported a position in HYDB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.25M in Q1 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Regal Investment Advisors held 10,139 shares of iShares High Yield Systematic Bond ETF worth $472K as of Q1 2026.
  • Regal Investment Advisors sold 5,266 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $249K.
  • iShares High Yield Systematic Bond ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #444 holding.
  • Regal Investment Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Regal Investment Advisors's iShares High Yield Systematic Bond ETF position peaked at $1.25M in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.