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

Benjamin Edwards 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
Q1 		$36.8M Sell
791,180
-290,075
-27% -$13.6M 0.37% 77
2025
Q4 		$51M Buy
1,081,255
+349,980
+48% +$16.5M 0.56% 37
2025
Q3 		$34.6M Buy
731,275
+422,349
+137% +$19.8M 0.39% 71
2025
Q2 		$14.5M Sell
308,926
-1,512,404
-83% -$69.6M 0.18% 126
2025
Q1 		$84.2M Buy
1,821,330
+47,649
+3% +$2.21M 1.18% 7
2024
Q4 		$81.6M Sell
1,773,681
-78,411
-4% -$3.65M 1.17% 9
2024
Q3 		$87.7M Buy
1,852,092
+1,693,128
+1,065% +$79M 1.28% 4
2024
Q2 		$7.32M Buy
158,964
+5,791
+4% +$265K 1.41% 7
2024
Q1 		$7.08M Buy
153,173
+25,726
+20% +$1.18M 1.41% 8
2023
Q4 		$5.86M Buy
127,447
+33,212
+35% +$1.48M 1.28% 8
2023
Q3 		$4.13M Buy
94,235
+2,131
+2% +$94.7K 0.98% 19
2023
Q2 		$4.13M Sell
92,104
-19,081
-17% -$853K 0.96% 20
2023
Q1 		$5.06M Sell
111,185
-32,246
-22% -$1.45M 1.23% 13
2022
Q4 		$6.37M Buy
143,431
+56,326
+65% +$2.49M 1.67% 6
2022
Q3 		$3.75M Buy
87,105
+19,438
+29% +$882K 1.13% 10
2022
Q2 		$3M Buy
+67,667
New +$3.14M 0.88% 29

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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 $777M AUM 14.68% 1-Year Est. Return

Benjamin Edwards Inc's HYBB Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 27% in Q1 2026, selling an estimated $13.6M and leaving 791,180 shares worth $36.8M. The position accounts for 0.37% of the portfolio, ranked #77.

Benjamin Edwards Inc first reported a position in HYBB in Q2 2022 and has held it in 16 quarters since. The position peaked at $87.7M in Q3 2024. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Benjamin Edwards Inc held 791,180 shares of iShares BB Rated Corporate Bond ETF worth $36.8M as of Q1 2026.
  • Benjamin Edwards Inc sold 290,075 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $13.6M.
  • iShares BB Rated Corporate Bond ETF made up 0.37% of Benjamin Edwards Inc's portfolio in Q1 2026, its #77 holding.
  • Benjamin Edwards Inc first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Benjamin Edwards Inc's iShares BB Rated Corporate Bond ETF position peaked at $87.7M in Q3 2024.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.