TCPW
HYDB icon

Twin City Private Wealth’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Twin City Private Wealth’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
Q1 		$32.3K Sell
694
-56
-7% -$2.64K 0.02% 96
2025
Q4 		$35.5K Sell
750
-259
-26% -$12.3K 0.03% 94
2025
Q3 		$48.3K Sell
1,009
-160
-14% -$7.59K 0.04% 98
2025
Q2 		$55.5K Buy
1,169
+47
+4% +$2.18K 0.05% 97
2025
Q1 		$52.8K Sell
1,122
-350
-24% -$16.6K 0.05% 92
2024
Q4 		$69.2K Sell
1,472
-413
-22% -$19.6K 0.06% 92
2024
Q3 		$90.6K Buy
1,885
+95
+5% +$4.48K 0.08% 95
2024
Q2 		$83.1K Buy
+1,790
New +$82.8K 0.08% 91

Other funds holding HYDB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Twin City Private Wealth's HYDB Position: Q1 2026 in Review

Twin City Private Wealth reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 7.5% in Q1 2026, selling an estimated $2.64K and leaving 694 shares worth $32.3K. The position accounts for 0.02% of the portfolio, ranked #96.

Twin City Private Wealth first reported a position in HYDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $90.6K in Q3 2024. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Twin City Private Wealth held 694 shares of iShares High Yield Systematic Bond ETF worth $32.3K as of Q1 2026.
  • Twin City Private Wealth sold 56 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $2.64K.
  • iShares High Yield Systematic Bond ETF made up 0.02% of Twin City Private Wealth's portfolio in Q1 2026, its #96 holding.
  • Twin City Private Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Twin City Private Wealth's iShares High Yield Systematic Bond ETF position peaked at $90.6K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.