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H.L. Ormond & Company’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

H.L. Ormond & Company’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
2022
Q3 		$1.11M Buy
25,725
+9,500
+59% +$431K 1.77% 9
2022
Q2 		$718K Buy
+16,225
New +$752K 1.16% 39

Other funds holding HYBB

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

H.L. Ormond & Company's HYBB Position: Q3 2022 in Review

H.L. Ormond & Company increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 59% in Q3 2022, buying an estimated $431K and bringing the position to 25,725 shares worth $1.11M. The position accounts for 1.77% of the portfolio, ranked #9.

H.L. Ormond & Company first reported a position in HYBB in Q2 2022 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold HYBB as of Q3 2022.

  • H.L. Ormond & Company held 25,725 shares of iShares BB Rated Corporate Bond ETF worth $1.11M as of Q3 2022.
  • H.L. Ormond & Company bought 9,500 iShares BB Rated Corporate Bond ETF shares in Q3 2022, an estimated $431K.
  • iShares BB Rated Corporate Bond ETF made up 1.77% of H.L. Ormond & Company's portfolio in Q3 2022, its #9 holding.
  • H.L. Ormond & Company first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.