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

Heritage Family Offices’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	–	Sell	-17,429	Closed	-$821K	–	216
2025 Q4	$821K	Buy	17,429 +31	+0.2%	+$1.46K	0.37%	64
2025 Q3	$823K	Buy	17,398 +2,144	+14%	+$101K	0.38%	62
2025 Q2	$705K	Buy	15,254 +22	+0.1%	+$1.01K	0.36%	68
2025 Q1	$704K	Buy	15,232 +4,501	+42%	+$209K	0.36%	67
2024 Q4	$494K	Buy	10,731 +1,101	+11%	+$51.3K	0.25%	87
2024 Q3	$456K	Sell	9,630 -399	-4%	-$18.6K	0.24%	92
2024 Q2	$462K	Buy	+10,029	New	+$459K	0.26%	81

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

Heritage Family Offices's HYBB Position: Q1 2026 in Review

Heritage Family Offices sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q1 2026, closing a stake of 17,429 shares — an estimated $821K sold.

Heritage Family Offices first reported a position in HYBB in Q2 2024 and held it in 7 quarters. The position peaked at $823K in Q3 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

Heritage Family Offices reported no remaining iShares BB Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Heritage Family Offices sold 17,429 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $821K.
Heritage Family Offices first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
Heritage Family Offices's iShares BB Rated Corporate Bond ETF position peaked at $823K in Q3 2025.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.