Envestnet Asset Management
HYBB icon

Envestnet Asset Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Envestnet Asset 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 		$550K Sell
11,755
-16,930
-59% -$791K ﹤0.01% 3999
2026
Q1 		$1.33M Sell
28,685
-100,053
-78% -$4.7M ﹤0.01% 3288
2025
Q4 		$6.07M Sell
128,738
-6,358
-5% -$299K ﹤0.01% 2045
2025
Q3 		$6.39M Buy
135,096
+15,556
+13% +$730K ﹤0.01% 2059
2025
Q2 		$5.62M Sell
119,540
-17,850
-13% -$821K ﹤0.01% 2117
2025
Q1 		$6.35M Buy
137,390
+22,658
+20% +$1.05M ﹤0.01% 1961
2024
Q4 		$5.28M Buy
114,732
+3,600
+3% +$168K ﹤0.01% 2066
2024
Q3 		$5.26M Sell
111,132
-17,743
-14% -$828K ﹤0.01% 2078
2024
Q2 		$5.93M Buy
128,875
+81,711
+173% +$3.74M ﹤0.01% 1907
2024
Q1 		$2.18M Buy
47,164
+7,531
+19% +$346K ﹤0.01% 2516
2023
Q4 		$1.82M Buy
39,633
+28,018
+241% +$1.24M ﹤0.01% 2530
2023
Q3 		$508K Buy
11,615
+597
+5% +$26.5K ﹤0.01% 3246
2023
Q2 		$494K Buy
11,018
+697
+7% +$31.2K ﹤0.01% 3217
2023
Q1 		$469K Sell
10,321
-34,199
-77% -$1.53M ﹤0.01% 3180
2022
Q4 		$1.98M Buy
44,520
+27,321
+159% +$1.21M ﹤0.01% 2171
2022
Q3 		$740K Buy
17,199
+8,464
+97% +$384K ﹤0.01% 2784
2022
Q2 		$387K Buy
+8,735
New +$405K ﹤0.01% 3205
2022
Q1 		– Sell
-14,405
Closed -$747K – 3992
2021
Q4 		$747K Buy
14,405
+386
+3% +$20K ﹤0.01% 2819
2021
Q3 		$734K Buy
14,019
+2,526
+22% +$132K ﹤0.01% 2743
2021
Q2 		$602K Buy
11,493
+2,946
+34% +$153K ﹤0.01% 2856
2021
Q1 		$441K Buy
8,547
+788
+10% +$40.8K ﹤0.01% 2919
2020
Q4 		$405K Buy
+7,759
New +$397K ﹤0.01% 2765

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Envestnet Asset Management's HYBB Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 59% in Q2 2026, selling an estimated $791K and leaving 11,755 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Envestnet Asset Management first reported a position in HYBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.39M in Q3 2025. 46 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Envestnet Asset Management held 11,755 shares of iShares BB Rated Corporate Bond ETF worth $550K as of Q2 2026.
  • Envestnet Asset Management sold 16,930 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $791K.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3999 holding.
  • Envestnet Asset Management first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Envestnet Asset Management's iShares BB Rated Corporate Bond ETF position peaked at $6.39M in Q3 2025.
  • 46 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.