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 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 $30.9B AUM 29.72% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arrowroot Family Office's HYBB Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 23% in Q1 2026, buying an estimated $249K and bringing the position to 28,051 shares worth $1.3M. The position accounts for 0.43% of the portfolio, ranked #52.

Arrowroot Family Office first reported a position in HYBB in Q2 2023 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

Arrowroot Family Office held 28,051 shares of iShares BB Rated Corporate Bond ETF worth $1.3M as of Q1 2026.
Arrowroot Family Office bought 5,293 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $249K.
iShares BB Rated Corporate Bond ETF made up 0.43% of Arrowroot Family Office's portfolio in Q1 2026, its #52 holding.
Arrowroot Family Office first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2023 and has held it in 11 quarters since.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.