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Legacy Investment Solutions’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$15K Buy
+320
New +$14.7K 0.01% 274
2024
Q4 		$16K Buy
+343
New +$16K 0.01% 239

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Bank Julius Baer & Co
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Legacy Investment Solutions's HYBB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2025: 320 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HYBB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HYBB in Q4 2024 and has held it in 2 quarters since. The position peaked at $16K in Q4 2024. 53 funds tracked by Wall St. Rank hold HYBB as of Q2 2025.

  • Legacy Investment Solutions held 320 shares of iShares BB Rated Corporate Bond ETF worth $15K as of Q2 2025.
  • iShares BB Rated Corporate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares BB Rated Corporate Bond ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #274 holding.
  • Legacy Investment Solutions first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's iShares BB Rated Corporate Bond ETF position peaked at $16K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.