Commonwealth Equity Services’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Commonwealth Equity 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 Q3	$350K	Buy	+7,757	New	+$359K	﹤0.01%	3599
2026 Q2	–	Sell	-4,508	Closed	-$210K	–	4493
2026 Q1	$210K	Sell	4,508 -329	-7%	-$15.5K	﹤0.01%	3968
2025 Q4	$228K	Buy	+4,837	New	+$228K	﹤0.01%	3869

Other funds holding HYBB

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Keeler Thomas Management Orem, Utah $256M AUM 13.76% 1-Year Est. Return

Commonwealth Equity Services's HYBB Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2026: 7,757 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #3599 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in HYBB as recently as Q1 2026.

Commonwealth Equity Services first reported a position in HYBB in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold HYBB as of Q3 2026.

Commonwealth Equity Services held 7,757 shares of iShares BB Rated Corporate Bond ETF worth $350K as of Q3 2026.
iShares BB Rated Corporate Bond ETF was a new Commonwealth Equity Services position in Q3 2026.
iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3599 holding.
Commonwealth Equity Services first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
17 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.