Strategic Planning Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Strategic Planning Group’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	$579K	Sell	12,386 -2,226	-15%	-$104K	0.06%	55
2026 Q1	$680K	Sell	14,612 -552,357	-97%	-$26.1M	0.1%	51
2025 Q4	$26.8M	Buy	566,969 +27,665	+5%	+$1.31M	3.46%	7
2025 Q3	$25.8M	Buy	539,304 +43,084	+9%	+$2.04M	3.49%	7
2025 Q2	$23.6M	Buy	496,220 +39,514	+9%	+$1.83M	3.83%	5
2025 Q1	$21.5M	Buy	+456,706	New	+$21.6M	4.21%	3

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

Strategic Planning Group's HYDB Position: Q2 2026 in Review

Strategic Planning Group reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 15% in Q2 2026, selling an estimated $104K and leaving 12,386 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #55.

Strategic Planning Group first reported a position in HYDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.8M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Strategic Planning Group held 12,386 shares of iShares High Yield Systematic Bond ETF worth $579K as of Q2 2026.
Strategic Planning Group sold 2,226 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $104K.
iShares High Yield Systematic Bond ETF made up 0.06% of Strategic Planning Group's portfolio in Q2 2026, its #55 holding.
Strategic Planning Group first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 6 quarters since.
Strategic Planning Group's iShares High Yield Systematic Bond ETF position peaked at $26.8M in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.