Seamount Financial Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Seamount Financial Group’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	$1.47M	Buy	31,335 +2,666	+9%	+$125K	0.59%	40
2026 Q1	$1.33M	Buy	28,669 +2,734	+11%	+$129K	0.6%	42
2025 Q4	$1.23M	Sell	25,935 -2,208	-8%	-$105K	0.56%	42
2025 Q3	$1.35M	Buy	28,143 +773	+3%	+$36.7K	0.64%	39
2025 Q2	$1.3M	Buy	27,370 +934	+4%	+$43.4K	0.67%	38
2025 Q1	$1.24M	Buy	26,436 +9,014	+52%	+$427K	0.85%	32
2024 Q4	$819K	Buy	17,422 +10,552	+154%	+$501K	0.57%	44
2024 Q3	$330K	Sell	6,870 -289	-4%	-$13.6K	0.25%	79
2024 Q2	$332K	Buy	7,159 +20	+0.3%	+$926	0.27%	76
2024 Q1	$334K	Buy	7,139 +175	+3%	+$8.11K	0.29%	70
2023 Q4	$322K	Buy	+6,964	New	+$311K	0.31%	69

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

Seamount Financial Group's HYDB Position: Q2 2026 in Review

Seamount Financial Group increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 9.3% in Q2 2026, buying an estimated $125K and bringing the position to 31,335 shares worth $1.47M. The position accounts for 0.59% of the portfolio, ranked #40.

Seamount Financial Group first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Seamount Financial Group held 31,335 shares of iShares High Yield Systematic Bond ETF worth $1.47M as of Q2 2026.
Seamount Financial Group bought 2,666 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $125K.
iShares High Yield Systematic Bond ETF made up 0.59% of Seamount Financial Group's portfolio in Q2 2026, its #40 holding.
Seamount Financial Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.