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Fiduciary Financial Group’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Fiduciary Financial Group’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 		$520K Buy
11,124
+724
+7% +$33.8K 0.06% 185
2026
Q1 		$483K Sell
10,400
-2,270
-18% -$107K 0.06% 180
2025
Q4 		$597K Hold
12,670
– – 0.08% 145
2025
Q3 		$599K Buy
12,670
+31
+0.2% +$1.46K 0.09% 134
2025
Q2 		$591K Hold
12,639
– – 0.11% 128
2025
Q1 		$568K Buy
12,639
+720
+6% +$33.4K 0.12% 113
2024
Q4 		$547K Buy
11,919
+1,829
+18% +$85.2K 0.12% 112
2024
Q3 		$472K Buy
10,090
+72
+0.7% +$3.36K 0.11% 111
2024
Q2 		$466K Buy
+10,018
New +$459K 0.11% 107

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
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
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Fiduciary Financial Group's HYBB Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 7% in Q2 2026, buying an estimated $33.8K and bringing the position to 11,124 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #185.

Fiduciary Financial Group first reported a position in HYBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $599K in Q3 2025. 19 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Fiduciary Financial Group held 11,124 shares of iShares BB Rated Corporate Bond ETF worth $520K as of Q2 2026.
  • Fiduciary Financial Group bought 724 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $33.8K.
  • iShares BB Rated Corporate Bond ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #185 holding.
  • Fiduciary Financial Group first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's iShares BB Rated Corporate Bond ETF position peaked at $599K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.