Tennessee Valley Asset Management Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Tennessee Valley Asset Management 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	$204K	Sell	4,366 -3,037	-41%	-$142K	0.02%	203
2026 Q1	$344K	Sell	7,403 -72,225	-91%	-$3.41M	0.05%	140
2025 Q4	$3.77M	Buy	79,628 +4,464	+6%	+$211K	0.49%	37
2025 Q3	$3.6M	Buy	+75,164	New	+$3.57M	0.49%	37
2025 Q2	–	Sell	-69,645	Closed	-$3.28M	–	106
2025 Q1	$3.28M	Buy	69,645 +60,991	+705%	+$2.89M	0.53%	30
2024 Q4	$407K	Sell	8,654 -497	-5%	-$23.6K	0.07%	102
2024 Q3	$440K	Buy	9,151 +509	+6%	+$24K	0.07%	100
2024 Q2	$401K	Buy	8,642 +37	+0.4%	+$1.71K	0.08%	104
2024 Q1	$402K	Buy	+8,605	New	+$399K	0.1%	85

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

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

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

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 22.9% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Tennessee Valley Asset Management Partners's HYDB Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 41% in Q2 2026, selling an estimated $142K and leaving 4,366 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #203.

Tennessee Valley Asset Management Partners first reported a position in HYDB in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.77M in Q4 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Tennessee Valley Asset Management Partners held 4,366 shares of iShares High Yield Systematic Bond ETF worth $204K as of Q2 2026.
Tennessee Valley Asset Management Partners sold 3,037 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $142K.
iShares High Yield Systematic Bond ETF made up 0.02% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #203 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 9 quarters since.
Tennessee Valley Asset Management Partners's iShares High Yield Systematic Bond ETF position peaked at $3.77M in Q4 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.