Root Financial Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Root Financial Partners’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 Q3	$450	Buy	+10	New	+$462	﹤0.01%	3258
2026 Q2	–	Sell	-10	Closed	-$465	–	1674
2026 Q1	$465	Hold	10	–	–	﹤0.01%	2891
2025 Q4	$474	Sell	10 -22	-69%	-$1.04K	﹤0.01%	2216
2025 Q3	$1.53K	Buy	+32	New	+$1.52K	﹤0.01%	1999

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $389M AUM 4.41% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Liberty Square Wealth Partners Bethlehem, Pennsylvania $431M AUM 17.64% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.85% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Root Financial Partners's HYDB Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q3 2026: 10 shares worth $450. The stake represents ﹤0.01% of the portfolio and ranks #3258 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HYDB as recently as Q1 2026.

Root Financial Partners first reported a position in HYDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.53K in Q3 2025. 166 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

Root Financial Partners held 10 shares of iShares High Yield Systematic Bond ETF worth $450 as of Q3 2026.
iShares High Yield Systematic Bond ETF was a new Root Financial Partners position in Q3 2026.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3258 holding.
Root Financial Partners first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares High Yield Systematic Bond ETF position peaked at $1.53K in Q3 2025.
166 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.