AWM
HYBB icon

Avior Wealth Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-2,200
Closed -$101K – 2361
2024
Q2 		$101K Hold
2,200
– – ﹤0.01% 859
2024
Q1 		$102K Hold
2,200
– – ﹤0.01% 953
2023
Q4 		$101K Buy
+2,200
New +$97.8K 0.01% 612

Other funds holding HYBB

Stifel Financial
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Avior Wealth Management's HYBB Position: Q3 2024 in Review

Avior Wealth Management sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2024, closing a stake of 2,200 shares — an estimated $101K sold.

Avior Wealth Management first reported a position in HYBB in Q4 2023 and held it in 3 quarters. The position peaked at $102K in Q1 2024. 51 funds tracked by Wall St. Rank hold HYBB as of Q3 2024.

  • Avior Wealth Management reported no remaining iShares BB Rated Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2,200 iShares BB Rated Corporate Bond ETF shares in Q3 2024, an estimated $101K.
  • Avior Wealth Management first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Avior Wealth Management's iShares BB Rated Corporate Bond ETF position peaked at $102K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.