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Confluence Investment Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Confluence Investment Management’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 		– Sell
-350,424
Closed -$16.3M – 297
2026
Q1 		$16.3M Sell
350,424
-83,082
-19% -$3.91M 0.25% 89
2025
Q4 		$20.4M Buy
433,506
+162,677
+60% +$7.66M 0.31% 77
2025
Q3 		$12.8M Buy
270,829
+191,003
+239% +$8.96M 0.18% 99
2025
Q2 		$3.75M Sell
79,826
-673,015
-89% -$31M 0.05% 138
2025
Q1 		$34.8M Buy
752,841
+14,735
+2% +$684K 0.5% 59
2024
Q4 		$34M Sell
738,106
-24,010
-3% -$1.12M 0.47% 60
2024
Q3 		$36.1M Sell
762,116
-156,323
-17% -$7.29M 0.48% 61
2024
Q2 		$42.3M Buy
918,439
+111,774
+14% +$5.12M 0.61% 57
2024
Q1 		$37.3M Buy
806,665
+228,335
+39% +$10.5M 0.5% 61
2023
Q4 		$26.6M Buy
578,330
+85,773
+17% +$3.81M 0.38% 69
2023
Q3 		$21.6M Buy
492,557
+16,986
+4% +$755K 0.33% 72
2023
Q2 		$21.3M Sell
475,571
-115,630
-20% -$5.17M 0.31% 76
2023
Q1 		$26.9M Sell
591,201
-326,012
-36% -$14.6M 0.4% 62
2022
Q4 		$40.7M Buy
917,213
+405,758
+79% +$18M 0.61% 53
2022
Q3 		$22M Buy
511,455
+192,762
+60% +$8.75M 0.37% 61
2022
Q2 		$14.1M Buy
+318,693
New +$14.8M 0.22% 98

Other funds holding HYBB

NA
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
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
HA
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
IG
IFS Group York, Pennsylvania $72.8M AUM

Confluence Investment Management's HYBB Position: Q2 2026 in Review

Confluence Investment Management sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2026, closing a stake of 350,424 shares — an estimated $16.3M sold.

Confluence Investment Management first reported a position in HYBB in Q2 2022 and held it in 16 quarters. The position peaked at $42.3M in Q2 2024. 19 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Confluence Investment Management reported no remaining iShares BB Rated Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Confluence Investment Management sold 350,424 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $16.3M.
  • Confluence Investment Management first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and held it in 16 quarters.
  • Confluence Investment Management's iShares BB Rated Corporate Bond ETF position peaked at $42.3M in Q2 2024.
  • 19 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.