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Wealthspire Advisors (New York)’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Wealthspire Advisors (New York)’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 		$72M Buy
1,538,885
+24,649
+2% +$1.15M 0.4% 53
2026
Q1 		$70.4M Buy
1,514,236
+87,247
+6% +$4.12M 0.55% 36
2025
Q4 		$67.6M Buy
1,426,989
+127,250
+10% +$6.03M 0.54% 35
2025
Q3 		$62.2M Buy
1,299,739
+36,193
+3% +$1.72M 0.33% 45
2025
Q2 		$60M Buy
1,263,546
+19,554
+2% +$908K 0.34% 43
2025
Q1 		$58.6M Buy
1,243,992
+55,729
+5% +$2.64M 0.35% 43
2024
Q4 		$55.9M Buy
1,188,263
+133,293
+13% +$6.33M 0.56% 38
2024
Q3 		$50.7M Buy
1,054,970
+951,096
+916% +$44.9M 0.52% 41
2024
Q2 		$4.82M Buy
103,874
+61,531
+145% +$2.85M 0.06% 120
2024
Q1 		$1.98M Buy
+42,343
New +$1.96M 0.03% 198

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
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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s HYDB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares High Yield Systematic Bond ETF (HYDB) stake by 1.6% in Q2 2026, buying an estimated $1.15M and bringing the position to 1,538,885 shares worth $72M. The position accounts for 0.4% of the portfolio, ranked #53.

Wealthspire Advisors (New York) first reported a position in HYDB in Q1 2024 and has held it in 10 quarters since. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,538,885 shares of iShares High Yield Systematic Bond ETF worth $72M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 24,649 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $1.15M.
  • iShares High Yield Systematic Bond ETF made up 0.4% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #53 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares High Yield Systematic Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.