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Turning Point Benefit Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Turning Point Benefit Group’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 		$780K Buy
+16,765
New +$785K 0.34% 54
2026
Q1 		– Sell
-10,434
Closed -$494K – 414
2025
Q4 		$494K Buy
10,434
+1,968
+23% +$93.2K 0.26% 58
2025
Q3 		$404K Buy
+8,466
New +$402K 0.24% 60

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
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Turning Point Benefit Group's HYDB Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026: 16,765 shares worth $780K. The stake represents 0.34% of the portfolio and ranks #54 among its holdings. This is a return to the name: Turning Point Benefit Group previously reported a position in HYDB as recently as Q4 2025.

Turning Point Benefit Group first reported a position in HYDB in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Turning Point Benefit Group held 16,765 shares of iShares High Yield Systematic Bond ETF worth $780K as of Q2 2026.
  • iShares High Yield Systematic Bond ETF was a new Turning Point Benefit Group position in Q2 2026.
  • iShares High Yield Systematic Bond ETF made up 0.34% of Turning Point Benefit Group's portfolio in Q2 2026, its #54 holding.
  • Turning Point Benefit Group first reported a position in iShares High Yield Systematic Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.