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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

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

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. 134 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.
  • 134 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.