VR
HYDB icon

Vision Retirement’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Vision Retirement’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 		$935 Sell
20
-69
-78% -$3.23K ﹤0.01% 589
2026
Q1 		$4.14K Sell
89
-313
-78% -$14.8K ﹤0.01% 508
2025
Q4 		$19K Buy
+402
New +$19K 0.01% 332

Other funds holding HYDB

RH
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
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
Ameriprise
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Vision Retirement's HYDB Position: Q2 2026 in Review

Vision Retirement reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 78% in Q2 2026, selling an estimated $3.23K and leaving 20 shares worth $935. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Vision Retirement first reported a position in HYDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $19K in Q4 2025. 192 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Vision Retirement held 20 shares of iShares High Yield Systematic Bond ETF worth $935 as of Q2 2026.
  • Vision Retirement sold 69 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $3.23K.
  • iShares High Yield Systematic Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #589 holding.
  • Vision Retirement first reported a position in iShares High Yield Systematic Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares High Yield Systematic Bond ETF position peaked at $19K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.