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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
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

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

Root Financial Partners's HYDB Position: Q2 2026 in Review

Root Financial Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 10 shares — an estimated $465 sold.

Root Financial Partners first reported a position in HYDB in Q3 2025 and held it in 3 quarters. The position peaked at $1.53K in Q3 2025. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Root Financial Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $465.
  • Root Financial Partners first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares High Yield Systematic Bond ETF position peaked at $1.53K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.