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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
Q3 		$4.49M Sell
99,841
-1,005
-1% -$46.5K 0.13% 111
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

CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Sax Wealth Advisors's HYDB Position: Q3 2026 in Review

Sax Wealth Advisors reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 1% in Q3 2026, selling an estimated $46.5K and leaving 99,841 shares worth $4.49M. The position accounts for 0.13% of the portfolio, ranked #111.

Sax Wealth Advisors first reported a position in HYDB in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.8M in Q3 2025. 15 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

  • Sax Wealth Advisors held 99,841 shares of iShares High Yield Systematic Bond ETF worth $4.49M as of Q3 2026.
  • Sax Wealth Advisors sold 1,005 iShares High Yield Systematic Bond ETF shares in Q3 2026, an estimated $46.5K.
  • iShares High Yield Systematic Bond ETF made up 0.13% of Sax Wealth Advisors's portfolio in Q3 2026, its #111 holding.
  • Sax Wealth Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Sax Wealth Advisors's iShares High Yield Systematic Bond ETF position peaked at $10.8M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.