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

Triad 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	$5.22M	Buy	112,904 +11,014	+11%	+$515K	0.31%	61
2026 Q1	$4.74M	Buy	101,890 +16,371	+19%	+$773K	0.38%	59
2025 Q4	$4.05M	Buy	85,519 +26,690	+45%	+$1.26M	0.38%	62
2025 Q3	$2.81M	Buy	58,829 +4,334	+8%	+$206K	0.36%	56
2025 Q2	$2.59M	Sell	54,495 -13,586	-20%	-$631K	0.52%	40
2025 Q1	$3.21M	Buy	68,081 +5,648	+9%	+$267K	1%	25
2024 Q4	$2.93M	Buy	62,433 +4,496	+8%	+$213K	1.06%	24
2024 Q3	$2.78M	Sell	57,937 -19,101	-25%	-$901K	1.48%	22
2024 Q2	$3.58M	Buy	77,038 +13,055	+20%	+$604K	1.87%	14
2024 Q1	$2.99M	Buy	+63,983	New	+$2.96M	2.29%	14

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

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

Triad Wealth Partners increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 11% in Q2 2026, buying an estimated $515K and bringing the position to 112,904 shares worth $5.22M. The position accounts for 0.31% of the portfolio, ranked #61.

Triad Wealth Partners first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Triad Wealth Partners held 112,904 shares of iShares High Yield Systematic Bond ETF worth $5.22M as of Q2 2026.
Triad Wealth Partners bought 11,014 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $515K.
iShares High Yield Systematic Bond ETF made up 0.31% of Triad Wealth Partners's portfolio in Q2 2026, its #61 holding.
Triad Wealth Partners first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.