SF
HYDB icon

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

Summit 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 		$245K Buy
5,233
+902
+21% +$42.2K ﹤0.01% 1426
2026
Q1 		$201K Buy
+4,331
New +$205K ﹤0.01% 1350

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

Summit Financial's HYDB Position: Q2 2026 in Review

Summit Financial increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 21% in Q2 2026, buying an estimated $42.2K and bringing the position to 5,233 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Summit Financial first reported a position in HYDB in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Summit Financial held 5,233 shares of iShares High Yield Systematic Bond ETF worth $245K as of Q2 2026.
  • Summit Financial bought 902 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $42.2K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1426 holding.
  • Summit Financial first reported a position in iShares High Yield Systematic Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

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