Action Point Financial Planning’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Action Point Financial Planning’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	$161K	Buy	+3,438	New	+$161K	0.02%	484

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Action Point Financial Planning's HYBB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2026: 3,438 shares worth $161K. The stake represents 0.02% of the portfolio and ranks #484 among its holdings.

47 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

Action Point Financial Planning held 3,438 shares of iShares BB Rated Corporate Bond ETF worth $161K as of Q2 2026.
iShares BB Rated Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares BB Rated Corporate Bond ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #484 holding.
47 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.