AssetMark Inc’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

AssetMark Inc’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 Q3	$3.42K	Buy	+76	New	+$3.52K	﹤0.01%	2882

Other funds holding HYBB

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

Reicon Wealth Advisors Atlanta, Georgia $184M AUM 11.19% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc's HYBB Position: Q3 2026 in Review

AssetMark Inc opened a new position in iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2026: 76 shares worth $3.42K. The stake represents ﹤0.01% of the portfolio and ranks #2882 among its holdings.

23 funds tracked by Wall St. Rank hold HYBB as of Q3 2026.

AssetMark Inc held 76 shares of iShares BB Rated Corporate Bond ETF worth $3.42K as of Q3 2026.
iShares BB Rated Corporate Bond ETF was a new AssetMark Inc position in Q3 2026.
iShares BB Rated Corporate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2882 holding.
23 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.