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

Legacy Wealth Management (Idaho)’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
Q3 		– Sell
-320
Closed -$15K – 801
2025
Q2 		$15K Hold
320
– – 0.01% 274
2025
Q1 		$14.8K Sell
320
-23
-7% -$1.07K 0.01% 279
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
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
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Janney Montgomery Scott
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Cetera Investment Advisers
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s HYBB Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2025, closing a stake of 320 shares — an estimated $15K sold.

Legacy Wealth Management (Idaho) first reported a position in HYBB in Q4 2024 and held it in 3 quarters. The position peaked at $16K in Q4 2024. 51 funds tracked by Wall St. Rank hold HYBB as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares BB Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 320 iShares BB Rated Corporate Bond ETF shares in Q3 2025, an estimated $15K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s iShares BB Rated Corporate Bond ETF position peaked at $16K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.