TS Financial Group (TSFG)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

TS Financial Group (TSFG)’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	$21K	Buy	458 +4	+0.9%	+$187	﹤0.01%	500
2026 Q1	$21K	Sell	454 -92	-17%	-$4.34K	﹤0.01%	465
2025 Q4	$26K	Sell	546 -601	-52%	-$28.5K	﹤0.01%	439
2025 Q3	$55K	Sell	1,147 -409	-26%	-$19.4K	0.01%	323
2025 Q2	$74K	Sell	1,556 -3,158	-67%	-$147K	0.01%	284
2025 Q1	$222K	Buy	4,714 +1,334	+39%	+$63.2K	0.05%	148
2024 Q4	$159K	Buy	+3,380	New	+$161K	0.03%	170

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

TS Financial Group (TSFG)'s HYDB Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.88% in Q2 2026, buying an estimated $187 and bringing the position to 458 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

TS Financial Group (TSFG) first reported a position in HYDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $222K in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

TS Financial Group (TSFG) held 458 shares of iShares High Yield Systematic Bond ETF worth $21K as of Q2 2026.
TS Financial Group (TSFG) bought 4 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $187.
iShares High Yield Systematic Bond ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #500 holding.
TS Financial Group (TSFG) first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and has held it in 7 quarters since.
TS Financial Group (TSFG)'s iShares High Yield Systematic Bond ETF position peaked at $222K in Q1 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.