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Kerr Financial Planning’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Kerr Financial Planning’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 		$12.4K Buy
265
+2
+0.8% +$93 0.01% 337
2026
Q1 		$12.3K Buy
263
+5
+2% +$235 0.01% 339
2025
Q4 		$12.2K Buy
258
+2
+0.8% +$94 0.02% 345
2025
Q3 		$12K Buy
+256
New +$12K 0.02% 330

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Kerr Financial Planning's HYBB Position: Q2 2026 in Review

Kerr Financial Planning increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 0.76% in Q2 2026, buying an estimated $93 and bringing the position to 265 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #337.

Kerr Financial Planning first reported a position in HYBB in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Kerr Financial Planning held 265 shares of iShares BB Rated Corporate Bond ETF worth $12.4K as of Q2 2026.
  • Kerr Financial Planning bought 2 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $93.
  • iShares BB Rated Corporate Bond ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #337 holding.
  • Kerr Financial Planning first reported a position in iShares BB Rated Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.