Steward Partners Investment Advisory
HYDB icon

Steward Partners Investment Advisory’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Steward Partners Investment Advisory’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 		$48.3K Sell
1,032
-25
-2% -$1.17K ﹤0.01% 2970
2026
Q1 		$49.2K Buy
1,057
+27
+3% +$1.27K ﹤0.01% 2791
2025
Q4 		$48.8K Sell
1,030
-1,308
-56% -$61.9K ﹤0.01% 2684
2025
Q3 		$112K Buy
2,338
+264
+13% +$12.5K ﹤0.01% 2167
2025
Q2 		$98.5K Sell
2,074
-6,341
-75% -$294K ﹤0.01% 2125
2025
Q1 		$396K Buy
8,415
+125
+2% +$5.92K ﹤0.01% 1318
2024
Q4 		$390K Buy
8,290
+6,843
+473% +$325K ﹤0.01% 1281
2024
Q3 		$69.5K Buy
1,447
+43
+3% +$2.03K ﹤0.01% 2059
2024
Q2 		$65.2K Sell
1,404
-365
-21% -$16.9K ﹤0.01% 1976
2024
Q1 		$82.7K Buy
1,769
+1,331
+304% +$61.6K ﹤0.01% 1857
2023
Q4 		$20.2K Buy
+438
New +$19.5K ﹤0.01% 2405

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Factory Mutual Insurance
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
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Steward Partners Investment Advisory's HYDB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 2.4% in Q2 2026, selling an estimated $1.17K and leaving 1,032 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Steward Partners Investment Advisory first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $396K in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Steward Partners Investment Advisory held 1,032 shares of iShares High Yield Systematic Bond ETF worth $48.3K as of Q2 2026.
  • Steward Partners Investment Advisory sold 25 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $1.17K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2970 holding.
  • Steward Partners Investment Advisory first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's iShares High Yield Systematic Bond ETF position peaked at $396K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.