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Advus Financial Partners, LLC’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History

Advus Financial Partners, LLC’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
-5,320
Closed -$247K – 270
2026
Q1 		$247K Sell
5,320
-380
-7% -$17.9K 0.06% 215
2025
Q4 		$270K Buy
5,700
+192
+3% +$9.09K 0.07% 200
2025
Q3 		$264K Sell
5,508
-3,071
-36% -$146K 0.06% 217
2025
Q2 		$407K Sell
8,579
-2,860
-25% -$133K 0.1% 138
2025
Q1 		$539K Buy
11,439
+5,211
+84% +$247K 0.15% 103
2024
Q4 		$293K Buy
+6,228
New +$296K 0.08% 171

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

Advus Financial Partners, LLC's HYDB Position: Q2 2026 in Review

Advus Financial Partners, LLC sold out of iShares High Yield Systematic Bond ETF (HYDB) in Q2 2026, closing a stake of 5,320 shares — an estimated $247K sold.

Advus Financial Partners, LLC first reported a position in HYDB in Q4 2024 and held it in 6 quarters. The position peaked at $539K in Q1 2025. 197 funds tracked by Wall St. Rank hold HYDB as of Q2 2026.

  • Advus Financial Partners, LLC reported no remaining iShares High Yield Systematic Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 5,320 iShares High Yield Systematic Bond ETF shares in Q2 2026, an estimated $247K.
  • Advus Financial Partners, LLC first reported a position in iShares High Yield Systematic Bond ETF in Q4 2024 and held it in 6 quarters.
  • Advus Financial Partners, LLC's iShares High Yield Systematic Bond ETF position peaked at $539K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held iShares High Yield Systematic Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.