Security Financial Services’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Security Financial Services’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 Q1	–	Sell	-35,221	Closed	-$1.67M	–	216
2025 Q4	$1.67M	Sell	35,221 -7,473	-18%	-$354K	0.26%	69
2025 Q3	$2.04M	Buy	42,694 +14,311	+50%	+$679K	0.33%	52
2025 Q2	$1.35M	Sell	28,383 -3,533	-11%	-$164K	0.24%	66
2025 Q1	$1.5M	Sell	31,916 -2,843	-8%	-$135K	0.3%	59
2024 Q4	$1.63M	Buy	+34,759	New	+$1.65M	0.33%	50

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Security Financial Services's HYDB Position: Q1 2026 in Review

Security Financial Services sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 35,221 shares — an estimated $1.67M sold.

Security Financial Services first reported a position in HYDB in Q4 2024 and held it in 5 quarters. The position peaked at $2.04M in Q3 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

Security Financial Services reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
Security Financial Services sold 35,221 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $1.67M.
Security Financial Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 5 quarters.
Security Financial Services's iShares High Yield Systematic Bond ETF position peaked at $2.04M in Q3 2025.
218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Security Financial Services's 13F filing for Q1 2026, filed 27 May 2026.