UWS
HYDB icon

Unique Wealth Strategies’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Unique Wealth Strategies’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
Q3 		$295K Hold
6,308
– – 0.11% 186
2026
Q2 		$295K Buy
6,308
+25
+0.4% +$1.17K 0.11% 187
2026
Q1 		$292K Buy
6,283
+750
+14% +$35.4K 0.12% 188
2025
Q4 		$262K Buy
5,533
+696
+14% +$33K 0.1% 189
2025
Q3 		$231K Buy
4,837
+261
+6% +$12.4K 0.09% 200
2025
Q2 		$217K Sell
4,576
-76
-2% -$3.53K 0.09% 192
2025
Q1 		$219K Sell
4,652
-85
-2% -$4.02K 0.1% 174
2024
Q4 		$223K Buy
4,737
+382
+9% +$18.1K 0.1% 182
2024
Q3 		$209K Buy
4,355
+1,084
+33% +$51.1K 0.09% 192
2024
Q2 		$153K Buy
+3,271
New +$151K 0.07% 183

Other funds holding HYDB

TPW
TL Private Wealth Southlake, Texas $279M AUM 9.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Unique Wealth Strategies's HYDB Position: Q3 2026 in Review

Unique Wealth Strategies held its iShares High Yield Systematic Bond ETF (HYDB) position steady in Q3 2026 at 6,308 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #186.

Unique Wealth Strategies first reported a position in HYDB in Q2 2024 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold HYDB as of Q3 2026.

  • Unique Wealth Strategies held 6,308 shares of iShares High Yield Systematic Bond ETF worth $295K as of Q3 2026.
  • Unique Wealth Strategies left its iShares High Yield Systematic Bond ETF share count unchanged in Q3 2026.
  • iShares High Yield Systematic Bond ETF made up 0.11% of Unique Wealth Strategies's portfolio in Q3 2026, its #186 holding.
  • Unique Wealth Strategies first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.