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Calton & Associates’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Calton & Associates’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
Q1 		– Sell
-5,150
Closed -$237K – 215
2023
Q4 		$237K Buy
+5,150
New +$229K 0.1% 199

Other funds holding HYBB

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Calton & Associates's HYBB Position: Q1 2024 in Review

Calton & Associates sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q1 2024, closing a stake of 5,150 shares — an estimated $237K sold.

Calton & Associates first reported a position in HYBB in Q4 2023 and held it in 1 quarter. The position peaked at $237K in Q4 2023. 41 funds tracked by Wall St. Rank hold HYBB as of Q1 2024.

  • Calton & Associates reported no remaining iShares BB Rated Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Calton & Associates sold 5,150 iShares BB Rated Corporate Bond ETF shares in Q1 2024, an estimated $237K.
  • Calton & Associates first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Calton & Associates's iShares BB Rated Corporate Bond ETF position peaked at $237K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.