AWM
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AE Wealth Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

AE Wealth Management’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 		$23.9K Hold
511
– – ﹤0.01% 2224
2026
Q1 		$23.8K Hold
511
– – ﹤0.01% 2117
2025
Q4 		$24.1K Buy
511
+12
+2% +$565 ﹤0.01% 1998
2025
Q3 		$23.6K Hold
499
– – ﹤0.01% 1870
2025
Q2 		$23.5K Hold
499
– – ﹤0.01% 1734
2025
Q1 		$23.1K Hold
499
– – ﹤0.01% 1714
2024
Q4 		$23K Buy
+499
New +$23.2K ﹤0.01% 1705

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

AE Wealth Management's HYBB Position: Q2 2026 in Review

AE Wealth Management held its iShares BB Rated Corporate Bond ETF (HYBB) position steady in Q2 2026 at 511 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

AE Wealth Management first reported a position in HYBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.1K in Q4 2025. 19 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • AE Wealth Management held 511 shares of iShares BB Rated Corporate Bond ETF worth $23.9K as of Q2 2026.
  • AE Wealth Management 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 AE Wealth Management's portfolio in Q2 2026, its #2224 holding.
  • AE Wealth Management first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's iShares BB Rated Corporate Bond ETF position peaked at $24.1K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.