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Heritage Wealth Management (Arizona)’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$462K Buy
+10,029
New +$459K 0.26% 81

Other funds holding HYBB

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HYBB Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2024: 10,029 shares worth $462K. The stake represents 0.26% of the portfolio and ranks #81 among its holdings.

48 funds tracked by Wall St. Rank hold HYBB as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 10,029 shares of iShares BB Rated Corporate Bond ETF worth $462K as of Q2 2024.
  • iShares BB Rated Corporate Bond ETF was a new Heritage Wealth Management (Arizona) position in Q2 2024.
  • iShares BB Rated Corporate Bond ETF made up 0.26% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #81 holding.
  • 48 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.