Rooted Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Rooted Wealth Advisors’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	$1.33M	Buy	+28,334	New	+$1.33M	0.32%	54

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

Rooted Wealth Advisors's HYDB Position: Q2 2026 in Review

Rooted Wealth Advisors opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026: 28,334 shares worth $1.33M. The stake represents 0.32% of the portfolio and ranks #54 among its holdings.

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

Rooted Wealth Advisors held 28,334 shares of iShares High Yield Systematic Bond ETF worth $1.33M as of Q2 2026.
iShares High Yield Systematic Bond ETF was a new Rooted Wealth Advisors position in Q2 2026.
iShares High Yield Systematic Bond ETF made up 0.32% of Rooted Wealth Advisors's portfolio in Q2 2026, its #54 holding.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.