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Sagespring Wealth Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Sagespring Wealth 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 		$583K Buy
12,469
+4,637
+59% +$217K 0.01% 490
2026
Q1 		$364K Buy
+7,832
New +$370K 0.01% 587
2025
Q2 		– Sell
-57,448
Closed -$2.71M – 723
2025
Q1 		$2.71M Buy
57,448
+7,190
+14% +$340K 0.07% 132
2024
Q4 		$2.36M Buy
+50,258
New +$2.39M 0.06% 129

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

Sagespring Wealth Partners's HYDB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 59% in Q2 2026, buying an estimated $217K and bringing the position to 12,469 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #490.

Sagespring Wealth Partners first reported a position in HYDB in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.71M in Q1 2025. 196 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Sagespring Wealth Partners held 12,469 shares of iShares High Yield Systematic Bond ETF worth $583K as of Q2 2026.
  • Sagespring Wealth Partners bought 4,637 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $217K.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #490 holding.
  • Sagespring Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's iShares High Yield Systematic Bond ETF position peaked at $2.71M in Q1 2025.
  • 196 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.