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

Sax 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	$4.69M	Sell	100,846 -358	-0.4%	-$16.8K	0.19%	88
2026 Q1	$4.79M	Sell	101,204 -2,308	-2%	-$109K	0.23%	73
2025 Q4	$4.9M	Sell	103,512 -121,733	-54%	-$5.76M	0.23%	75
2025 Q3	$10.8M	Buy	225,245 +65,695	+41%	+$3.12M	0.58%	30
2025 Q2	$7.57M	Buy	159,550 +2,533	+2%	+$118K	0.46%	36
2025 Q1	$7.39M	Buy	157,017 +23,777	+18%	+$1.13M	0.53%	32
2024 Q4	$6.26M	Buy	133,240 +25,079	+23%	+$1.19M	0.49%	32
2024 Q3	$5.2M	Buy	108,161 +29,951	+38%	+$1.41M	0.46%	31
2024 Q2	$3.63M	Buy	78,210 +69,734	+823%	+$3.23M	0.35%	43
2024 Q1	$396K	Buy	+8,476	New	+$393K	0.05%	131

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

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

Sax Wealth Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.35% in Q2 2026, selling an estimated $16.8K and leaving 100,846 shares worth $4.69M. The position accounts for 0.19% of the portfolio, ranked #88.

Sax Wealth Advisors first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Sax Wealth Advisors held 100,846 shares of iShares High Yield Systematic Bond ETF worth $4.69M as of Q2 2026.
Sax Wealth Advisors sold 358 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $16.8K.
iShares High Yield Systematic Bond ETF made up 0.19% of Sax Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Sax Wealth Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sax Wealth Advisors's iShares High Yield Systematic Bond ETF position peaked at $10.8M in Q3 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.