Atria Investments’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Atria Investments’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
2025 Q3	–	Sell	-4,273	Closed	-$201K	–	2084
2025 Q2	$201K	Sell	4,273 -37,092	-90%	-$1.71M	﹤0.01%	1928
2025 Q1	$1.91M	Buy	41,365 +4,114	+11%	+$191K	0.02%	726
2024 Q4	$1.71M	Sell	37,251 -6,864	-16%	-$320K	0.02%	743
2024 Q3	$2.09M	Sell	44,115 -11,165	-20%	-$521K	0.03%	653
2024 Q2	$2.54M	Buy	55,280 +2,128	+4%	+$97.5K	0.03%	562
2024 Q1	$2.46M	Buy	53,152 +16,440	+45%	+$756K	0.03%	576
2023 Q4	$1.69M	Buy	36,712 +6,171	+20%	+$274K	0.03%	662
2023 Q3	$1.34M	Sell	30,541 -661	-2%	-$29.4K	0.02%	723
2023 Q2	$1.4M	Sell	31,202 -8,499	-21%	-$380K	0.03%	692
2023 Q1	$1.81M	Sell	39,701 -12,576	-24%	-$564K	0.03%	573
2022 Q4	$2.32M	Buy	+52,277	New	+$2.32M	0.05%	459

Other funds holding HYBB

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

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

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

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

CIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Atria Investments's HYBB Position: Q3 2025 in Review

Atria Investments sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2025, closing a stake of 4,273 shares — an estimated $201K sold.

Atria Investments first reported a position in HYBB in Q4 2022 and held it in 11 quarters. The position peaked at $2.54M in Q2 2024. 51 funds tracked by Wall St. Rank hold HYBB as of Q3 2025.

Atria Investments reported no remaining iShares BB Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 4,273 iShares BB Rated Corporate Bond ETF shares in Q3 2025, an estimated $201K.
Atria Investments first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
Atria Investments's iShares BB Rated Corporate Bond ETF position peaked at $2.54M in Q2 2024.
51 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.