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

Wells Financial 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
Q1 		– Sell
-380
Closed -$18K – 60
2025
Q4 		$18K Buy
380
+60
+19% +$2.84K 0.03% 61
2025
Q3 		$15.3K Hold
320
– – 0.02% 67
2025
Q2 		$15.2K Hold
320
– – 0.02% 71
2025
Q1 		$15.1K Hold
320
– – 0.02% 68
2024
Q4 		$15K Buy
+320
New +$15.2K 0.02% 72

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Wells Financial Advisors's HYDB Position: Q1 2026 in Review

Wells Financial Advisors sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q1 2026, closing a stake of 380 shares — an estimated $18K sold.

Wells Financial Advisors first reported a position in HYDB in Q4 2024 and held it in 5 quarters. The position peaked at $18K in Q4 2025. 218 funds tracked by Wall St. Rank hold HYDB as of Q1 2026.

  • Wells Financial Advisors reported no remaining iShares High Yield Systematic Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 380 iShares High Yield Systematic Bond ETF shares in Q1 2026, an estimated $18K.
  • Wells Financial Advisors first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 5 quarters.
  • Wells Financial Advisors's iShares High Yield Systematic Bond ETF position peaked at $18K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.