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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
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 $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Root Financial Partners's HYDB Position: Q1 2026 in Review

Root Financial Partners held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q1 2026 at 10 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

Root Financial Partners first reported a position in HYDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.53K in Q3 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Root Financial Partners held 10 shares of iShares High Yield Systematic Bond ETF worth $465 as of Q1 2026.
  • Root Financial Partners left its iShares High Yield Systematic Bond ETF share count unchanged in Q1 2026.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2891 holding.
  • Root Financial Partners first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares High Yield Systematic Bond ETF position peaked at $1.53K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.