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

Simplicity Wealth’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	$3.32M	Buy	+70,993	New	+$3.32M	0.11%	190
2025 Q4	–	Sell	-5,442	Closed	-$260K	–	726
2025 Q3	$260K	Sell	5,442 -5,708	-51%	-$271K	0.02%	602
2025 Q2	$529K	Buy	11,150 +929	+9%	+$43.1K	0.02%	445
2025 Q1	$481K	Buy	+10,221	New	+$484K	0.04%	348
2024 Q1	–	Sell	-5,494	Closed	-$254K	–	1181
2023 Q4	$254K	Buy	+5,494	New	+$245K	0.1%	153

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 22.9% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Simplicity Wealth's HYDB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026: 70,993 shares worth $3.32M. The stake represents 0.11% of the portfolio and ranks #190 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in HYDB as recently as Q3 2025.

Simplicity Wealth first reported a position in HYDB in Q4 2023 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Simplicity Wealth held 70,993 shares of iShares High Yield Systematic Bond ETF worth $3.32M as of Q2 2026.
iShares High Yield Systematic Bond ETF was a new Simplicity Wealth position in Q2 2026.
iShares High Yield Systematic Bond ETF made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #190 holding.
Simplicity Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 5 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.