SS
HYDB icon

Sunbelt Securities’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Sunbelt Securities’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
Q1 		$26.6K Sell
571
-22
-4% -$1.04K ﹤0.01% 1209
2025
Q4 		$28.1K Buy
593
+12
+2% +$568 ﹤0.01% 1157
2025
Q3 		$27.8K Sell
581
-1,298
-69% -$61.6K ﹤0.01% 1163
2025
Q2 		$88.4K Buy
1,879
+816
+77% +$37.9K 0.01% 799
2025
Q1 		$50.1K Sell
1,063
-816
-43% -$38.6K ﹤0.01% 908
2024
Q4 		$88.3K Buy
1,879
+20
+1% +$950 0.01% 799
2024
Q3 		$89.3K Buy
1,859
+17
+0.9% +$802 0.01% 795
2024
Q2 		$85.6K Buy
1,842
+17
+0.9% +$787 0.01% 772
2024
Q1 		$85.3K Buy
1,825
+792
+77% +$36.7K 0.01% 749
2023
Q4 		$47.7K Buy
1,033
+23
+2% +$1.03K 0.01% 830
2023
Q3 		$44.4K Buy
1,010
+18
+2% +$802 0.01% 834
2023
Q2 		$44.3K Sell
992
-8
-0.8% -$354 0.01% 824
2023
Q1 		$44.2K Buy
+1,000
New +$44.3K 0.01% 780

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Sunbelt Securities's HYDB Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 3.7% in Q1 2026, selling an estimated $1.04K and leaving 571 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Sunbelt Securities first reported a position in HYDB in Q1 2023 and has held it in 13 quarters since. The position peaked at $89.3K in Q3 2024. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Sunbelt Securities held 571 shares of iShares High Yield Systematic Bond ETF worth $26.6K as of Q1 2026.
  • Sunbelt Securities sold 22 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $1.04K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1209 holding.
  • Sunbelt Securities first reported a position in iShares High Yield Systematic Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares High Yield Systematic Bond ETF position peaked at $89.3K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.