Laffer Tengler Investments’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Laffer Tengler Investments’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	-24,240	Closed	-$1.14M	–	194
2025 Q4	$1.14M	Sell	24,240 -140	-0.6%	-$6.59K	0.17%	96
2025 Q3	$1.15M	Buy	24,380 +4,389	+22%	+$206K	0.18%	99
2025 Q2	$940K	Sell	19,991 -21	-0.1%	-$966	0.17%	107
2025 Q1	$925K	Buy	20,012 +6,533	+48%	+$303K	0.2%	89
2024 Q4	$620K	Buy	13,479 +1,164	+9%	+$54.2K	0.12%	98
2024 Q3	$583K	Sell	12,315 -3,681	-23%	-$172K	0.12%	113
2024 Q2	$736K	Buy	+15,996	New	+$733K	0.16%	107

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

Laffer Tengler Investments's HYBB Position: Q1 2026 in Review

Laffer Tengler Investments sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q1 2026, closing a stake of 24,240 shares — an estimated $1.14M sold.

Laffer Tengler Investments first reported a position in HYBB in Q2 2024 and held it in 7 quarters. The position peaked at $1.15M in Q3 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

Laffer Tengler Investments reported no remaining iShares BB Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Laffer Tengler Investments sold 24,240 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $1.14M.
Laffer Tengler Investments first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
Laffer Tengler Investments's iShares BB Rated Corporate Bond ETF position peaked at $1.15M in Q3 2025.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.