Stifel Financial
HYDB icon

Stifel Financial’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Stifel Financial’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 		$1.25M Buy
26,764
+8,777
+49% +$411K ﹤0.01% 2408
2026
Q1 		$837K Buy
17,987
+13,702
+320% +$647K ﹤0.01% 2557
2025
Q4 		$203K Sell
4,285
-23,174
-84% -$1.1M ﹤0.01% 3375
2025
Q3 		$1.31M Sell
27,459
-707
-3% -$33.6K ﹤0.01% 2207
2025
Q2 		$1.34M Sell
28,166
-33,979
-55% -$1.58M ﹤0.01% 2129
2025
Q1 		$2.93M Buy
62,145
+5,203
+9% +$246K ﹤0.01% 1490
2024
Q4 		$2.68M Buy
56,942
+39,108
+219% +$1.86M ﹤0.01% 1587
2024
Q3 		$857K Buy
17,834
+29
+0.2% +$1.37K ﹤0.01% 2333
2024
Q2 		$827K Sell
17,805
-5,296
-23% -$245K ﹤0.01% 2301
2024
Q1 		$1.08M Buy
23,101
+5,725
+33% +$265K ﹤0.01% 2139
2023
Q4 		$803K Buy
+17,376
New +$775K ﹤0.01% 2277

Other funds holding HYDB

RH
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
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
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
AWM
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 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Stifel Financial's HYDB Position: Q2 2026 in Review

Stifel Financial increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 49% in Q2 2026, buying an estimated $411K and bringing the position to 26,764 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Stifel Financial first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Stifel Financial held 26,764 shares of iShares High Yield Systematic Bond ETF worth $1.25M as of Q2 2026.
  • Stifel Financial bought 8,777 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $411K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2408 holding.
  • Stifel Financial first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Stifel Financial's iShares High Yield Systematic Bond ETF position peaked at $2.93M in Q1 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.