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

WealthShield 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	–	Sell	-217	Closed	-$10.1K	–	487
2026 Q1	$10.1K	Hold	217	–	–	﹤0.01%	535
2025 Q4	$10.3K	Sell	217 -4,499	-95%	-$213K	﹤0.01%	512
2025 Q3	$226K	Buy	4,716 +117	+3%	+$5.55K	0.03%	313
2025 Q2	$218K	Sell	4,599 -4,160	-47%	-$193K	0.03%	311
2025 Q1	$412K	Buy	8,759 +466	+6%	+$22.1K	0.05%	236
2024 Q4	$390K	Buy	+8,293	New	+$394K	0.06%	225
2024 Q1	–	Sell	-3,045	Closed	-$141K	–	495
2023 Q4	$141K	Buy	+3,045	New	+$136K	0.02%	298

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

WealthShield Partners's HYDB Position: Q2 2026 in Review

WealthShield Partners sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 217 shares — an estimated $10.1K sold.

WealthShield Partners first reported a position in HYDB in Q4 2023 and held it in 7 quarters. The position peaked at $412K in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

WealthShield Partners reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 217 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $10.1K.
WealthShield Partners first reported a position in iShares High Yield Systematic Bond ETF in Q4 2023 and held it in 7 quarters.
WealthShield Partners's iShares High Yield Systematic Bond ETF position peaked at $412K in Q1 2025.
197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.