Retirement Planning Group (New York)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Retirement Planning Group (New York)’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	$2.5M	Sell	53,381 -2,639	-5%	-$124K	1.36%	23
2026 Q1	$2.61M	Buy	56,020 +131	+0.2%	+$6.19K	1.68%	20
2025 Q4	$2.65M	Sell	55,889 -41	-0.1%	-$1.94K	1.81%	20
2025 Q3	$2.68M	Sell	55,930 -288	-0.5%	-$13.7K	2%	19
2025 Q2	$2.67M	Buy	56,218 +185	+0.3%	+$8.59K	2.35%	15
2025 Q1	$2.64M	Buy	56,033 +325	+0.6%	+$15.4K	2.68%	13
2024 Q4	$2.62M	Buy	+55,708	New	+$2.65M	2.88%	12

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

Retirement Planning Group (New York)'s HYDB Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 4.7% in Q2 2026, selling an estimated $124K and leaving 53,381 shares worth $2.5M. The position accounts for 1.36% of the portfolio, ranked #23.

Retirement Planning Group (New York) first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Retirement Planning Group (New York) held 53,381 shares of iShares High Yield Systematic Bond ETF worth $2.5M as of Q2 2026.
Retirement Planning Group (New York) sold 2,639 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $124K.
iShares High Yield Systematic Bond ETF made up 1.36% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #23 holding.
Retirement Planning Group (New York) first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (New York)'s iShares High Yield Systematic Bond ETF position peaked at $2.68M in Q3 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.