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Sonoma Allocations’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Sonoma Allocations’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
-40,834
Closed -$1.9M – 134
2026
Q1 		$1.9M Buy
40,834
+24,262
+146% +$1.15M 0.66% 29
2025
Q4 		$786K Sell
16,572
-10,289
-38% -$487K 0.26% 52
2025
Q3 		$1.27M Buy
+26,861
New +$1.27M 0.46% 33

Other funds holding HYDB

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPW
TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Sonoma Allocations's HYDB Position: Q2 2026 in Review

Sonoma Allocations sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 40,834 shares — an estimated $1.9M sold.

Sonoma Allocations first reported a position in HYDB in Q3 2025 and held it in 3 quarters. The position peaked at $1.9M in Q1 2026. 70 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Sonoma Allocations reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 40,834 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $1.9M.
  • Sonoma Allocations first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's iShares High Yield Systematic Bond ETF position peaked at $1.9M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.