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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$466K Sell
9,958
-2,415
-20% -$113K 0.01% 570
2026
Q1
$576K Buy
12,373
+3,973
+47% +$188K 0.02% 511
2025
Q4
$398K Buy
8,400
+7,850
+1,427% +$372K 0.01% 597
2025
Q3
$26.3K Sell
550
-387
-41% -$18.4K ﹤0.01% 1438
2025
Q2
$44.5K Sell
937
-156
-14% -$7.24K ﹤0.01% 1246
2025
Q1
$51.5K Sell
1,093
-8
-0.7% -$379 ﹤0.01% 1272
2024
Q4
$51.8K Buy
1,101
+571
+108% +$27.1K ﹤0.01% 1269
2024
Q3
$25.5K Buy
530
+500
+1,667% +$23.6K ﹤0.01% 1366
2024
Q2
$1.39K Sell
30
-287
-91% -$13.3K ﹤0.01% 2069
2024
Q1
$14.8K Sell
317
-187
-37% -$8.66K ﹤0.01% 1597
2023
Q4
$23.3K Buy
+504
New +$22.5K ﹤0.01% 1479
2023
Q3
Sell
-600
Closed -$26.8K 2411
2023
Q2
$26.8K Buy
+600
New +$26.6K ﹤0.01% 1462

Other funds holding HYDB

Spire Wealth Management's HYDB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 20% in Q2 2026, selling an estimated $113K and leaving 9,958 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #570.

Spire Wealth Management first reported a position in HYDB in Q2 2023 and has held it in 12 quarters since. The position peaked at $576K in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Spire Wealth Management held 9,958 shares of iShares High Yield Systematic Bond ETF worth $466K as of Q2 2026.
  • Spire Wealth Management sold 2,415 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $113K.
  • iShares High Yield Systematic Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Spire Wealth Management first reported a position in iShares High Yield Systematic Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Spire Wealth Management's iShares High Yield Systematic Bond ETF position peaked at $576K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.