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

Thoroughbred Financial Services’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	$880K	Buy	18,833 +17	+0.1%	+$796	0.04%	330
2026 Q1	$875K	Buy	18,816 +11	+0.1%	+$519	0.05%	307
2025 Q4	$890K	Sell	18,805 -154	-0.8%	-$7.29K	0.05%	294
2025 Q3	$907K	Sell	18,959 -4,641	-20%	-$220K	0.06%	291
2025 Q2	$1.12M	Buy	23,600 +79	+0.3%	+$3.67K	0.08%	243
2025 Q1	$1.11M	Buy	23,521 +48	+0.2%	+$2.27K	0.07%	272
2024 Q4	$1.1M	Sell	23,473 -4,584	-16%	-$218K	0.07%	272
2024 Q3	$1.35M	Buy	28,057 +8,070	+40%	+$381K	0.09%	216
2024 Q2	$928K	Sell	19,987 -5,562	-22%	-$257K	0.06%	278
2024 Q1	$1.19M	Buy	25,549 +2,723	+12%	+$126K	0.11%	173
2023 Q4	$1.05M	Buy	+22,826	New	+$1.02M	0.09%	226

Other funds holding HYDB

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Thoroughbred Financial Services's HYDB Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.09% in Q2 2026, buying an estimated $796 and bringing the position to 18,833 shares worth $880K. The position accounts for 0.04% of the portfolio, ranked #330.

Thoroughbred Financial Services first reported a position in HYDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q3 2024. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Thoroughbred Financial Services held 18,833 shares of iShares High Yield Systematic Bond ETF worth $880K as of Q2 2026.
Thoroughbred Financial Services bought 17 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $796.
iShares High Yield Systematic Bond ETF made up 0.04% of Thoroughbred Financial Services's portfolio in Q2 2026, its #330 holding.
Thoroughbred Financial Services first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Thoroughbred Financial Services's iShares High Yield Systematic Bond ETF position peaked at $1.35M in Q3 2024.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.