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Hegarty Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Hegarty 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
2026
Q2 		$510K Buy
10,909
+1,080
+11% +$50.4K 0.35% 43
2026
Q1 		$457K Buy
9,829
+2,552
+35% +$120K 0.36% 45
2025
Q4 		$343K Buy
+7,277
New +$343K 0.3% 44

Other funds holding HYBB

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 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

Hegarty Advisors's HYBB Position: Q2 2026 in Review

Hegarty Advisors increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 11% in Q2 2026, buying an estimated $50.4K and bringing the position to 10,909 shares worth $510K. The position accounts for 0.35% of the portfolio, ranked #43.

Hegarty Advisors first reported a position in HYBB in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Hegarty Advisors held 10,909 shares of iShares BB Rated Corporate Bond ETF worth $510K as of Q2 2026.
  • Hegarty Advisors bought 1,080 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $50.4K.
  • iShares BB Rated Corporate Bond ETF made up 0.35% of Hegarty Advisors's portfolio in Q2 2026, its #43 holding.
  • Hegarty Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.