HWA
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HCR Wealth Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

HCR Wealth Advisors’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
2021
Q1 		– Sell
-4,600
Closed -$552K – 199
2020
Q4 		$552K Buy
+4,600
New +$236K 0.12% 112

Other funds holding HYBB

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

HCR Wealth Advisors's HYBB Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q1 2021, closing a stake of 4,600 shares — an estimated $552K sold.

HCR Wealth Advisors first reported a position in HYBB in Q4 2020 and held it in 1 quarter. The position peaked at $552K in Q4 2020. 11 funds tracked by Wall St. Rank hold HYBB as of Q1 2021.

  • HCR Wealth Advisors reported no remaining iShares BB Rated Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 4,600 iShares BB Rated Corporate Bond ETF shares in Q1 2021, an estimated $552K.
  • HCR Wealth Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • HCR Wealth Advisors's iShares BB Rated Corporate Bond ETF position peaked at $552K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.