SWP
HYDB icon

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

Stratos 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 		$247K Buy
+5,286
New +$247K ﹤0.01% 1517
2026
Q1 		– Sell
-59,059
Closed -$2.8M – 1655
2025
Q4 		$2.8M Buy
59,059
+3,430
+6% +$162K 0.03% 463
2025
Q3 		$2.66M Buy
55,629
+2,222
+4% +$105K 0.03% 458
2025
Q2 		$2.54M Buy
53,407
+3,256
+6% +$151K 0.03% 435
2025
Q1 		$2.36M Buy
+50,151
New +$2.37M 0.04% 403

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 22.9% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Stratos Wealth Partners's HYDB Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026: 5,286 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in HYDB as recently as Q4 2025.

Stratos Wealth Partners first reported a position in HYDB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Stratos Wealth Partners held 5,286 shares of iShares High Yield Systematic Bond ETF worth $247K as of Q2 2026.
  • iShares High Yield Systematic Bond ETF was a new Stratos Wealth Partners position in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1517 holding.
  • Stratos Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Stratos Wealth Partners's iShares High Yield Systematic Bond ETF position peaked at $2.8M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.