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Regatta Capital Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Regatta Capital Group’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 		$280K Hold
5,989
– – 0.04% 185
2026
Q1 		$279K Hold
5,989
– – 0.04% 175
2025
Q4 		$284K Hold
5,989
– – 0.04% 174
2025
Q3 		$287K Hold
5,989
– – 0.05% 177
2025
Q2 		$284K Buy
+5,989
New +$278K 0.05% 177

Other funds holding HYDB

RH
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Regatta Capital Group's HYDB Position: Q2 2026 in Review

Regatta Capital Group held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 5,989 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #185.

Regatta Capital Group first reported a position in HYDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q3 2025. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Regatta Capital Group held 5,989 shares of iShares High Yield Systematic Bond ETF worth $280K as of Q2 2026.
  • Regatta Capital Group left its iShares High Yield Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up 0.04% of Regatta Capital Group's portfolio in Q2 2026, its #185 holding.
  • Regatta Capital Group first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Regatta Capital Group's iShares High Yield Systematic Bond ETF position peaked at $287K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.