United Capital Financial Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

United Capital Financial 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	-18,159	Closed	-$842K	–	1681
2026 Q1	$842K	Sell	18,159 -1,618	-8%	-$76.4K	0.01%	826
2025 Q4	$936K	Sell	19,777 -30,114	-60%	-$1.43M	0.01%	758
2025 Q3	$2.39M	Buy	49,891 +562	+1%	+$26.7K	0.02%	428
2025 Q2	$2.34M	Sell	49,329 -71,629	-59%	-$3.32M	0.02%	411
2025 Q1	$5.7M	Sell	120,958 -26,972	-18%	-$1.28M	0.05%	259
2024 Q4	$6.95M	Buy	147,930 +99,386	+205%	+$4.72M	0.06%	217
2024 Q3	$2.33M	Sell	48,544 -7,127	-13%	-$336K	0.02%	384
2024 Q2	$2.59M	Sell	55,671 -1,318	-2%	-$61K	0.02%	354
2024 Q1	$2.66M	Buy	56,989 +25,936	+84%	+$1.2M	0.02%	376
2023 Q4	$1.43M	Buy	+31,053	New	+$1.39M	0.01%	484

Other funds holding HYDB

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

United Capital Financial Advisors's HYDB Position: Q2 2026 in Review

United Capital Financial Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 18,159 shares — an estimated $842K sold.

United Capital Financial Advisors first reported a position in HYDB in Q4 2023 and held it in 10 quarters. The position peaked at $6.95M in Q4 2024. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

United Capital Financial Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 18,159 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $842K.
United Capital Financial Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 10 quarters.
United Capital Financial Advisors's iShares High Yield Systematic Bond ETF position peaked at $6.95M in Q4 2024.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.