Watershed Private Wealth’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Watershed Private Wealth’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	$654K	Sell	13,976 -50	-0.4%	-$2.34K	0.18%	71
2026 Q1	$652K	Buy	14,026 +4,012	+40%	+$189K	0.2%	67
2025 Q4	$474K	Sell	10,014 -18,324	-65%	-$868K	0.14%	80
2025 Q3	$1.36M	Buy	28,338 +4,729	+20%	+$224K	0.43%	44
2025 Q2	$1.12M	Sell	23,609 -335	-1%	-$15.5K	0.41%	44
2025 Q1	$1.13M	Buy	23,944 +1,790	+8%	+$84.7K	0.45%	42
2024 Q4	$1.04M	Buy	22,154 +12,344	+126%	+$586K	0.41%	44
2024 Q3	$471K	Buy	9,810 +624	+7%	+$29.4K	0.19%	71
2024 Q2	$427K	Buy	9,186 +478	+5%	+$22.1K	0.18%	80
2024 Q1	$407K	Buy	+8,708	New	+$403K	0.18%	83

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

Watershed Private Wealth's HYDB Position: Q2 2026 in Review

Watershed Private Wealth reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 0.36% in Q2 2026, selling an estimated $2.34K and leaving 13,976 shares worth $654K. The position accounts for 0.18% of the portfolio, ranked #71.

Watershed Private Wealth first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Watershed Private Wealth held 13,976 shares of iShares High Yield Systematic Bond ETF worth $654K as of Q2 2026.
Watershed Private Wealth sold 50 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $2.34K.
iShares High Yield Systematic Bond ETF made up 0.18% of Watershed Private Wealth's portfolio in Q2 2026, its #71 holding.
Watershed Private Wealth first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
Watershed Private Wealth's iShares High Yield Systematic Bond ETF position peaked at $1.36M in Q3 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.