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Sigma Planning Corp’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Sigma Planning Corp’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 		– Sell
-4,985
Closed -$232K – 1438
2026
Q1 		$232K Buy
+4,985
New +$235K 0.01% 1169
2025
Q2 		– Sell
-4,457
Closed -$210K – 1283
2025
Q1 		$210K Buy
+4,457
New +$211K 0.01% 1109

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 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Sigma Planning Corp's HYDB Position: Q2 2026 in Review

Sigma Planning Corp sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 4,985 shares — an estimated $232K sold.

Sigma Planning Corp first reported a position in HYDB in Q1 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Sigma Planning Corp reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 4,985 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $232K.
  • Sigma Planning Corp first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and held it in 2 quarters.
  • Sigma Planning Corp's iShares High Yield Systematic Bond ETF position peaked at $232K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.