Global Retirement Partners’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Global Retirement Partners’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
2025 Q4	$23.6K	Hold	500	–	–	﹤0.01%	2797
2025 Q3	$23.7K	Buy	+500	New	+$23.5K	﹤0.01%	2318
2021 Q4	–	Sell	-671	Closed	-$35K	–	924
2021 Q3	$35K	Hold	671	–	–	﹤0.01%	975
2021 Q2	$35K	Sell	671 -21	-3%	-$1.09K	﹤0.01%	995
2021 Q1	$36K	Buy	692 +31	+5%	+$1.6K	﹤0.01%	904
2020 Q4	$34K	Buy	+661	New	+$33.8K	﹤0.01%	855

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Global Retirement Partners's HYBB Position: Q4 2025 in Review

Global Retirement Partners held its iShares BB Rated Corporate Bond ETF (HYBB) position steady in Q4 2025 at 500 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

Global Retirement Partners first reported a position in HYBB in Q4 2020 and has held it in 6 quarters since. The position peaked at $36K in Q1 2021. 56 funds tracked by Wall St. Rank hold HYBB as of Q4 2025.

Global Retirement Partners held 500 shares of iShares BB Rated Corporate Bond ETF worth $23.6K as of Q4 2025.
Global Retirement Partners left its iShares BB Rated Corporate Bond ETF share count unchanged in Q4 2025.
iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2797 holding.
Global Retirement Partners first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Global Retirement Partners's iShares BB Rated Corporate Bond ETF position peaked at $36K in Q1 2021.
56 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.