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Savvy Advisors Inc’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Savvy Advisors Inc’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 		$21.7M Buy
463,561
+89,721
+24% +$4.2M 0.46% 43
2026
Q1 		$17.4M Buy
373,840
+155,558
+71% +$7.35M 0.46% 44
2025
Q4 		$10.3M Buy
218,282
+72,969
+50% +$3.46M 0.33% 56
2025
Q3 		$6.95M Buy
145,313
+66,226
+84% +$3.14M 0.32% 60
2025
Q2 		$3.75M Buy
79,087
+19,461
+33% +$903K 0.25% 64
2025
Q1 		$2.81M Buy
59,626
+32,364
+119% +$1.53M 0.28% 65
2024
Q4 		$1.28M Buy
27,262
+10,794
+66% +$513K 0.15% 111
2024
Q3 		$791K Buy
16,468
+4,682
+40% +$221K 0.16% 130
2024
Q2 		$547K Buy
11,786
+3,916
+50% +$181K 0.18% 132
2024
Q1 		$368K Buy
+7,870
New +$365K 0.21% 134

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

Savvy Advisors Inc's HYDB Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 24% in Q2 2026, buying an estimated $4.2M and bringing the position to 463,561 shares worth $21.7M. The position accounts for 0.46% of the portfolio, ranked #43.

Savvy Advisors Inc first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Savvy Advisors Inc held 463,561 shares of iShares High Yield Systematic Bond ETF worth $21.7M as of Q2 2026.
  • Savvy Advisors Inc bought 89,721 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $4.2M.
  • iShares High Yield Systematic Bond ETF made up 0.46% of Savvy Advisors Inc's portfolio in Q2 2026, its #43 holding.
  • Savvy Advisors Inc first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.