SHP Wealth Management’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

SHP Wealth Management’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	$9.4K	Buy	+202	New	+$9.54K	﹤0.01%	911

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 $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SHP Wealth Management's HYDB Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026: 202 shares worth $9.4K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings.

217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

SHP Wealth Management held 202 shares of iShares High Yield Systematic Bond ETF worth $9.4K as of Q1 2026.
iShares High Yield Systematic Bond ETF was a new SHP Wealth Management position in Q1 2026.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #911 holding.
217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.