WA
HYDB icon

Waverly Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Waverly 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 		$5.73M Buy
122,603
+6,004
+5% +$281K 0.03% 415
2026
Q1 		$5.42M Buy
116,599
+3,618
+3% +$171K 0.04% 393
2025
Q4 		$5.35M Sell
112,981
-3,738
-3% -$177K 0.04% 358
2025
Q3 		$5.58M Buy
116,719
+400
+0.3% +$19K 0.06% 304
2025
Q2 		$5.52M Sell
116,319
-1,373
-1% -$63.7K 0.06% 290
2025
Q1 		$5.54M Buy
117,692
+12,604
+12% +$597K 0.07% 275
2024
Q4 		$4.94M Buy
105,088
+76,490
+267% +$3.63M 0.08% 219
2024
Q3 		$1.37M Buy
28,598
+8,660
+43% +$408K 0.03% 394
2024
Q2 		$926K Buy
+19,938
New +$923K 0.02% 444

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Waverly Advisors's HYDB Position: Q2 2026 in Review

Waverly Advisors increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 5.1% in Q2 2026, buying an estimated $281K and bringing the position to 122,603 shares worth $5.73M. The position accounts for 0.03% of the portfolio, ranked #415.

Waverly Advisors first reported a position in HYDB in Q2 2024 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Waverly Advisors held 122,603 shares of iShares High Yield Systematic Bond ETF worth $5.73M as of Q2 2026.
  • Waverly Advisors bought 6,004 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $281K.
  • iShares High Yield Systematic Bond ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #415 holding.
  • Waverly Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.