Arrowroot Family Office’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Arrowroot Family Office’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	$1.38M	Buy	29,530 +1,479	+5%	+$69.1K	0.4%	57
2026 Q1	$1.3M	Buy	28,051 +5,293	+23%	+$249K	0.43%	52
2025 Q4	$1.07M	Buy	22,758 +6,243	+38%	+$294K	0.39%	55
2025 Q3	$781K	Sell	16,515 -848	-5%	-$39.8K	0.31%	70
2025 Q2	$816K	Buy	+17,363	New	+$799K	0.37%	62
2024 Q4	$1.2M	Buy	26,160 +2,830	+12%	+$132K	0.63%	42
2024 Q3	$1.1M	Buy	23,330 +3,281	+16%	+$153K	0.64%	43
2024 Q2	$923K	Buy	20,049 +5,373	+37%	+$246K	0.59%	48
2024 Q1	$679K	Buy	14,676 +1,465	+11%	+$67.4K	0.43%	63
2023 Q4	$608K	Buy	13,211 +2,771	+27%	+$123K	0.43%	61
2023 Q3	$457K	Buy	10,440 +4,023	+63%	+$179K	0.36%	68
2023 Q2	$288K	Buy	+6,417	New	+$287K	0.22%	104

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

Arrowroot Family Office's HYBB Position: Q2 2026 in Review

Arrowroot Family Office increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 5.3% in Q2 2026, buying an estimated $69.1K and bringing the position to 29,530 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #57.

Arrowroot Family Office first reported a position in HYBB in Q2 2023 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

Arrowroot Family Office held 29,530 shares of iShares BB Rated Corporate Bond ETF worth $1.38M as of Q2 2026.
Arrowroot Family Office bought 1,479 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $69.1K.
iShares BB Rated Corporate Bond ETF made up 0.4% of Arrowroot Family Office's portfolio in Q2 2026, its #57 holding.
Arrowroot Family Office first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
46 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.