Two West Capital Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Two West Capital Advisors’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	–	Sell	-6,293	Closed	-$295K	–	103
2026 Q1	$295K	Buy	6,293 +968	+18%	+$45.7K	0.16%	84
2025 Q4	$252K	Buy	5,325 +403	+8%	+$19.1K	0.15%	88
2025 Q3	$235K	Buy	4,922 +43	+0.9%	+$2.04K	0.14%	89
2025 Q2	$231K	Buy	4,879 +256	+6%	+$11.9K	0.15%	82
2025 Q1	$208K	Buy	+4,623	New	+$219K	0.17%	75

Other funds holding HYDB

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

TPW

TL Private Wealth Southlake, Texas $273M AUM 15.23% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Two West Capital Advisors's HYDB Position: Q2 2026 in Review

Two West Capital Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 6,293 shares — an estimated $295K sold.

Two West Capital Advisors first reported a position in HYDB in Q1 2025 and held it in 5 quarters. The position peaked at $295K in Q1 2026. 53 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Two West Capital Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
Two West Capital Advisors sold 6,293 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $295K.
Two West Capital Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q1 2025 and held it in 5 quarters.
Two West Capital Advisors's iShares High Yield Systematic Bond ETF position peaked at $295K in Q1 2026.
53 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.