Heritage Family Offices’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$705K	Buy	15,254 +22	+0.1%	+$1.02K	0.36%	68
2025 Q1	$704K	Buy	15,232 +4,501	+42%	+$208K	0.36%	67
2024 Q4	$494K	Buy	10,731 +1,101	+11%	+$50.6K	0.25%	87
2024 Q3	$456K	Sell	9,630 -399	-4%	-$18.9K	0.24%	92
2024 Q2	$462K	Buy	+10,029	New	+$462K	0.26%	81