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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
Q2 		$23.1M Buy
493,375
+493,173
+244,145% +$23.1M 1.59% 10
2026
Q1 		$9.4K Buy
+202
New +$9.54K ﹤0.01% 911

Other funds holding HYDB

RH
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

SHP Wealth Management's HYDB Position: Q2 2026 in Review

SHP Wealth Management increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 244,145% in Q2 2026, buying an estimated $23.1M and bringing the position to 493,375 shares worth $23.1M. The position accounts for 1.59% of the portfolio, ranked #10.

SHP Wealth Management first reported a position in HYDB in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • SHP Wealth Management held 493,375 shares of iShares High Yield Systematic Bond ETF worth $23.1M as of Q2 2026.
  • SHP Wealth Management bought 493,173 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $23.1M.
  • iShares High Yield Systematic Bond ETF made up 1.59% of SHP Wealth Management's portfolio in Q2 2026, its #10 holding.
  • SHP Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.