UBS Group
HYDB icon

UBS Group’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

UBS 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
Q1 		$1.4M Sell
30,032
-222,985
-88% -$10.5M ﹤0.01% 5278
2025
Q4 		$12M Buy
253,017
+2,570
+1% +$122K ﹤0.01% 3107
2025
Q3 		$12M Buy
250,447
+23,162
+10% +$1.1M ﹤0.01% 3100
2025
Q2 		$10.8M Buy
227,285
+42,242
+23% +$1.96M ﹤0.01% 3011
2025
Q1 		$8.71M Buy
185,043
+117,928
+176% +$5.58M ﹤0.01% 3194
2024
Q4 		$3.16M Buy
+67,115
New +$3.19M ﹤0.01% 4275
2024
Q3 		– Sell
-781
Closed -$36.3K – 9746
2024
Q2 		$36.3K Sell
781
-982
-56% -$45.4K ﹤0.01% 6931
2024
Q1 		$82.4K Buy
+1,763
New +$81.7K ﹤0.01% 6303
2023
Q4 		– Sell
-18
Closed -$791 – 9565
2023
Q3 		$791 Buy
+18
New +$802 ﹤0.01% 8271
2022
Q4 		– Sell
-30
Closed -$1K – 10889
2022
Q3 		$1K Sell
30
-339
-92% -$15.2K ﹤0.01% 9965
2022
Q2 		$16K Sell
369
-1,471
-80% -$68K ﹤0.01% 7194
2022
Q1 		$90K Buy
+1,840
New +$91K ﹤0.01% 6002
2021
Q1 		– Sell
-2
Closed – – 9203
2020
Q4 		$0 Sell
2
-1,559
-100% -$78.1K ﹤0.01% 8541
2020
Q3 		$76K Sell
1,561
-109,798
-99% -$5.34M ﹤0.01% 5346
2020
Q2 		$5.24M Buy
111,359
+110,389
+11,380% +$5.08M ﹤0.01% 2016
2020
Q1 		$43K Buy
+970
New +$47.2K ﹤0.01% 5947
2019
Q2 		– Sell
-609
Closed -$30K – 7985
2019
Q1 		$30K Buy
609
+133
+28% +$6.45K ﹤0.01% 5940
2018
Q4 		$22K Buy
+476
New +$22.8K ﹤0.01% 6701

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

UBS Group's HYDB Position: Q1 2026 in Review

UBS Group reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 88% in Q1 2026, selling an estimated $10.5M and leaving 30,032 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #5278.

UBS Group first reported a position in HYDB in Q4 2018 and has held it in 18 quarters since. The position peaked at $12M in Q3 2025. 217 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • UBS Group held 30,032 shares of iShares High Yield Systematic Bond ETF worth $1.4M as of Q1 2026.
  • UBS Group sold 222,985 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $10.5M.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5278 holding.
  • UBS Group first reported a position in iShares High Yield Systematic Bond ETF in Q4 2018 and has held it in 18 quarters since.
  • UBS Group's iShares High Yield Systematic Bond ETF position peaked at $12M in Q3 2025.
  • 217 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.