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

Strategic Financial Concepts’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
-9,688
Closed -$451K – 267
2026
Q1 		$451K Sell
9,688
-24,604
-72% -$1.16M 0.11% 169
2025
Q4 		$1.62M Buy
+34,292
New +$1.62M 1.48% 22

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

Strategic Financial Concepts's HYDB Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 9,688 shares — an estimated $451K sold.

Strategic Financial Concepts first reported a position in HYDB in Q4 2025 and held it in 2 quarters. The position peaked at $1.62M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Strategic Financial Concepts reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 9,688 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $451K.
  • Strategic Financial Concepts first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's iShares High Yield Systematic Bond ETF position peaked at $1.62M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.