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Aspire Private Capital’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Aspire Private Capital’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
2024
Q2 		– Sell
-279
Closed -$12.9K – 714
2024
Q1 		$12.9K Buy
+279
New +$12.8K ﹤0.01% 368

Other funds holding HYBB

Stifel Financial
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BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Aspire Private Capital's HYBB Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2024, closing a stake of 279 shares — an estimated $12.9K sold.

Aspire Private Capital first reported a position in HYBB in Q1 2024 and held it in 1 quarter. The position peaked at $12.9K in Q1 2024. 48 funds tracked by Wall St. Rank hold HYBB as of Q2 2024.

  • Aspire Private Capital reported no remaining iShares BB Rated Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Aspire Private Capital sold 279 iShares BB Rated Corporate Bond ETF shares in Q2 2024, an estimated $12.9K.
  • Aspire Private Capital first reported a position in iShares BB Rated Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Aspire Private Capital's iShares BB Rated Corporate Bond ETF position peaked at $12.9K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.