Richard W. Paul & Associates’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Richard W. Paul & Associates’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	$748	Buy	+16	New	+$749	﹤0.01%	311

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

Richard W. Paul & Associates's HYDB Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026: 16 shares worth $748. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Richard W. Paul & Associates held 16 shares of iShares High Yield Systematic Bond ETF worth $748 as of Q2 2026.
iShares High Yield Systematic Bond ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #311 holding.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.