RWM
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Riverchase Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Riverchase Wealth Management’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 		$678K Sell
14,495
-568
-4% -$26.6K 0.32% 45
2026
Q1 		$701K Buy
15,063
+1,299
+9% +$61.3K 0.37% 40
2025
Q4 		$652K Buy
13,764
+799
+6% +$37.8K 0.35% 43
2025
Q3 		$620K Buy
12,965
+371
+3% +$17.6K 0.35% 44
2025
Q2 		$598K Buy
12,594
+469
+4% +$21.8K 0.38% 43
2025
Q1 		$571K Buy
12,125
+4,714
+64% +$223K 0.4% 40
2024
Q4 		$348K Buy
+7,411
New +$352K 0.26% 49

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

Riverchase Wealth Management's HYDB Position: Q2 2026 in Review

Riverchase Wealth Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 3.8% in Q2 2026, selling an estimated $26.6K and leaving 14,495 shares worth $678K. The position accounts for 0.32% of the portfolio, ranked #45.

Riverchase Wealth Management first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $701K in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Riverchase Wealth Management held 14,495 shares of iShares High Yield Systematic Bond ETF worth $678K as of Q2 2026.
  • Riverchase Wealth Management sold 568 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $26.6K.
  • iShares High Yield Systematic Bond ETF made up 0.32% of Riverchase Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Riverchase Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Riverchase Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $701K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.