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Strategic Wealth Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Strategic Wealth Partners’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 		$374 Hold
8
– – ﹤0.01% 1348
2026
Q1 		$372 Hold
8
– – ﹤0.01% 1344
2025
Q4 		$379 Hold
8
– – ﹤0.01% 1354
2025
Q3 		$383 Buy
+8
New +$380 ﹤0.01% 1259

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 Wealth Partners's HYDB Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q2 2026 at 8 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Strategic Wealth Partners first reported a position in HYDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $383 in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Strategic Wealth Partners held 8 shares of iShares High Yield Systematic Bond ETF worth $374 as of Q2 2026.
  • Strategic Wealth Partners left its iShares High Yield Systematic Bond ETF share count unchanged in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1348 holding.
  • Strategic Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares High Yield Systematic Bond ETF position peaked at $383 in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.