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 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

FMI

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Unique Wealth Strategies's HYDB Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.4% in Q2 2026, buying an estimated $1.17K and bringing the position to 6,308 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #187.

Unique Wealth Strategies first reported a position in HYDB in Q2 2024 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Unique Wealth Strategies held 6,308 shares of iShares High Yield Systematic Bond ETF worth $295K as of Q2 2026.
Unique Wealth Strategies bought 25 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $1.17K.
iShares High Yield Systematic Bond ETF made up 0.11% of Unique Wealth Strategies's portfolio in Q2 2026, its #187 holding.
Unique Wealth Strategies first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.