Sovran Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Sovran Advisors’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	$1.96M	Buy	42,228 +1,864	+5%	+$87.2K	0.15%	162
2026 Q1	$1.9M	Buy	40,364 +3,821	+10%	+$180K	0.15%	156
2025 Q4	$1.74M	Buy	36,543 +1,713	+5%	+$81.1K	0.15%	152
2025 Q3	$1.65M	Buy	34,830 +10,484	+43%	+$498K	0.15%	150
2025 Q2	$1.15M	Buy	24,346 +10,109	+71%	+$469K	0.12%	186
2025 Q1	$652K	Buy	+14,237	New	+$674K	0.08%	240

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 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Sovran Advisors's HYDB Position: Q2 2026 in Review

Sovran Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 4.6% in Q2 2026, buying an estimated $87.2K and bringing the position to 42,228 shares worth $1.96M. The position accounts for 0.15% of the portfolio, ranked #162.

Sovran Advisors first reported a position in HYDB in Q1 2025 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Sovran Advisors held 42,228 shares of iShares High Yield Systematic Bond ETF worth $1.96M as of Q2 2026.
Sovran Advisors bought 1,864 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $87.2K.
iShares High Yield Systematic Bond ETF made up 0.15% of Sovran Advisors's portfolio in Q2 2026, its #162 holding.
Sovran Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.