Wealthcare Advisory Partners’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Wealthcare Advisory Partners’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	$888K	Sell	18,992 -411	-2%	-$19.2K	0.02%	547
2026 Q1	$903K	Buy	19,403 +7,816	+67%	+$369K	0.02%	544
2025 Q4	$549K	Buy	11,587 +4,246	+58%	+$201K	0.01%	666
2025 Q3	$351K	Buy	7,341 +3,006	+69%	+$143K	0.01%	791
2025 Q2	$206K	Buy	+4,335	New	+$201K	﹤0.01%	928

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

Wealthcare Advisory Partners's HYDB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares High Yield Systematic Bond ETF (HYDB) stake by 2.1% in Q2 2026, selling an estimated $19.2K and leaving 18,992 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #547.

Wealthcare Advisory Partners first reported a position in HYDB in Q2 2025 and has held it in 5 quarters since. The position peaked at $903K in Q1 2026. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

Wealthcare Advisory Partners held 18,992 shares of iShares High Yield Systematic Bond ETF worth $888K as of Q2 2026.
Wealthcare Advisory Partners sold 411 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $19.2K.
iShares High Yield Systematic Bond ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #547 holding.
Wealthcare Advisory Partners first reported a position in iShares High Yield Systematic Bond ETF in Q2 2025 and has held it in 5 quarters since.
Wealthcare Advisory Partners's iShares High Yield Systematic Bond ETF position peaked at $903K in Q1 2026.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.