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1620 Investment Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

1620 Investment Advisors’s Portfolio HYBB Stock Details HYBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Hold
450
– – 0.01% 417
2026
Q1 		$20.9K Sell
450
-150
-25% -$7.05K 0.01% 394
2025
Q4 		$28.3K Sell
600
-130
-18% -$6.12K 0.02% 358
2025
Q3 		$34.5K Buy
+730
New +$34.3K 0.02% 329

Other funds holding HYBB

NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
HA
Hegarty Advisors Garden City, New York $145M AUM
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IG
IFS Group York, Pennsylvania $72.8M AUM

1620 Investment Advisors's HYBB Position: Q2 2026 in Review

1620 Investment Advisors held its iShares BB Rated Corporate Bond ETF (HYBB) position steady in Q2 2026 at 450 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #417.

1620 Investment Advisors first reported a position in HYBB in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.5K in Q3 2025. 19 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • 1620 Investment Advisors held 450 shares of iShares BB Rated Corporate Bond ETF worth $21K as of Q2 2026.
  • 1620 Investment Advisors left its iShares BB Rated Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares BB Rated Corporate Bond ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #417 holding.
  • 1620 Investment Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1620 Investment Advisors's iShares BB Rated Corporate Bond ETF position peaked at $34.5K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.