Harbour Investments’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Harbour Investments’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 Q1	$32.5K	Hold	700	–	–	﹤0.01%	2588
2025 Q4	$33K	Hold	700	–	–	﹤0.01%	2163
2025 Q3	$33.1K	Hold	700	–	–	﹤0.01%	2087
2025 Q2	$32.9K	Hold	700	–	–	﹤0.01%	2003
2025 Q1	$32.3K	Hold	700	–	–	﹤0.01%	1964
2024 Q4	$32.2K	Sell	700 -1,065	-60%	-$49.6K	﹤0.01%	1919
2024 Q3	$83.6K	Hold	1,765	–	–	﹤0.01%	1418
2024 Q2	$81.2K	Hold	1,765	–	–	﹤0.01%	1326
2024 Q1	$81.6K	Hold	1,765	–	–	﹤0.01%	1302
2023 Q4	$81.2K	Hold	1,765	–	–	﹤0.01%	1223
2023 Q3	$77.3K	Hold	1,765	–	–	﹤0.01%	1144
2023 Q2	$79.1K	Sell	1,765 -52	-3%	-$2.33K	﹤0.01%	1148
2023 Q1	$82.6K	Buy	1,817 +135	+8%	+$6.06K	﹤0.01%	1129
2022 Q4	$74.7K	Hold	1,682	–	–	﹤0.01%	1139
2022 Q3	$74K	Hold	1,682	–	–	0.01%	1106
2022 Q2	$74K	Buy	+1,682	New	+$77.9K	0.01%	1106

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

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

CIM

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments's HYBB Position: Q1 2026 in Review

Harbour Investments held its iShares BB Rated Corporate Bond ETF (HYBB) position steady in Q1 2026 at 700 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Harbour Investments first reported a position in HYBB in Q2 2022 and has held it in 16 quarters since. The position peaked at $83.6K in Q3 2024. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

Harbour Investments held 700 shares of iShares BB Rated Corporate Bond ETF worth $32.5K as of Q1 2026.
Harbour Investments left its iShares BB Rated Corporate Bond ETF share count unchanged in Q1 2026.
iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2588 holding.
Harbour Investments first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
Harbour Investments's iShares BB Rated Corporate Bond ETF position peaked at $83.6K in Q3 2024.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.