SW
HYDB icon

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

SoFi 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
Q1 		$31.5K Sell
677
-321,732
-100% -$15.2M ﹤0.01% 38
2025
Q4 		$15.3M Buy
322,409
+22,529
+8% +$1.07M 0.76% 19
2025
Q3 		$14.3M Buy
299,880
+68,182
+29% +$3.24M 0.77% 19
2025
Q2 		$11M Buy
+231,698
New +$10.8M 0.67% 18

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

SoFi Wealth's HYDB Position: Q1 2026 in Review

SoFi Wealth reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 100% in Q1 2026, selling an estimated $15.2M and leaving 677 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #38.

SoFi Wealth first reported a position in HYDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.3M in Q4 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • SoFi Wealth held 677 shares of iShares High Yield Systematic Bond ETF worth $31.5K as of Q1 2026.
  • SoFi Wealth sold 321,732 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $15.2M.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q1 2026, its #38 holding.
  • SoFi Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • SoFi Wealth's iShares High Yield Systematic Bond ETF position peaked at $15.3M in Q4 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.