Bank Julius Baer & Co
HYBB icon

Bank Julius Baer & Co’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Bank Julius Baer & Co’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 		$17.4M Buy
373,292
+1,258
+0.3% +$59.1K 0.05% 149
2025
Q4 		$17.5M Buy
372,034
+14,582
+4% +$687K 0.05% 158
2025
Q3 		$16.9M Buy
357,452
+12,557
+4% +$589K 0.05% 162
2025
Q2 		$16.2M Buy
344,895
+97,437
+39% +$4.48M 0.05% 163
2025
Q1 		$11.4M Buy
247,458
+31,158
+14% +$1.45M 0.04% 182
2024
Q4 		$11M Buy
216,300
+14,945
+7% +$696K 0.03% 198
2024
Q3 		$11.3M Sell
201,355
-13,027
-6% -$608K 0.04% 179
2024
Q2 		$11M Sell
214,382
-8,115
-4% -$372K 0.04% 152
2024
Q1 		$10.3M Sell
222,497
-97,752
-31% -$4.5M 0.04% 168
2023
Q4 		$14.7M Sell
320,249
-3,807
-1% -$169K 0.06% 158
2023
Q3 		$14.2M Buy
324,056
+259,291
+400% +$11.5M 0.08% 128
2023
Q2 		$2.9M Sell
64,765
-1,214
-2% -$54.3K 0.02% 193
2023
Q1 		$3M Hold
65,979
– – 0.02% 194
2022
Q4 		$2.93M Buy
65,979
+1,041
+2% +$46.1K 0.02% 196
2022
Q3 		$2.79M Sell
64,938
-1,041
-2% -$47.2K 0.02% 186
2022
Q2 		$2.92M Buy
+65,979
New +$3.06M 0.02% 190

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Bank Julius Baer & Co's HYBB Position: Q1 2026 in Review

Bank Julius Baer & Co increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 0.34% in Q1 2026, buying an estimated $59.1K and bringing the position to 373,292 shares worth $17.4M. The position accounts for 0.05% of the portfolio, ranked #149.

Bank Julius Baer & Co first reported a position in HYBB in Q2 2022 and has held it in 16 quarters since. The position peaked at $17.5M in Q4 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Bank Julius Baer & Co held 373,292 shares of iShares BB Rated Corporate Bond ETF worth $17.4M as of Q1 2026.
  • Bank Julius Baer & Co bought 1,258 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $59.1K.
  • iShares BB Rated Corporate Bond ETF made up 0.05% of Bank Julius Baer & Co's portfolio in Q1 2026, its #149 holding.
  • Bank Julius Baer & Co first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Bank Julius Baer & Co's iShares BB Rated Corporate Bond ETF position peaked at $17.5M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.