Capital Investment Advisory Services’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Capital Investment Advisory Services’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 Q2	$19.2K	Hold	411	–	–	﹤0.01%	1089
2026 Q1	$19.1K	Hold	411	–	–	﹤0.01%	997
2025 Q4	$19.4K	Hold	411	–	–	﹤0.01%	959
2025 Q3	$19.4K	Hold	411	–	–	﹤0.01%	906
2025 Q2	$19.3K	Hold	411	–	–	﹤0.01%	880
2025 Q1	$19K	Buy	+411	New	+$19.1K	﹤0.01%	817

Other funds holding HYBB

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Hegarty Advisors Garden City, New York $145M AUM

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFS Group York, Pennsylvania $72.8M AUM

Capital Investment Advisory Services's HYBB Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares BB Rated Corporate Bond ETF (HYBB) position steady in Q2 2026 at 411 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Capital Investment Advisory Services first reported a position in HYBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.4K in Q3 2025. 20 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

Capital Investment Advisory Services held 411 shares of iShares BB Rated Corporate Bond ETF worth $19.2K as of Q2 2026.
Capital Investment Advisory Services left its iShares BB Rated Corporate Bond ETF share count unchanged in Q2 2026.
iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1089 holding.
Capital Investment Advisory Services first reported a position in iShares BB Rated Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Capital Investment Advisory Services's iShares BB Rated Corporate Bond ETF position peaked at $19.4K in Q3 2025.
20 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.