LPL Financial
HYBB icon

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

LPL Financial’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 		$3.06M Buy
65,804
+17,204
+35% +$809K ﹤0.01% 3111
2025
Q4 		$2.29M Buy
48,600
+10,726
+28% +$505K ﹤0.01% 3272
2025
Q3 		$1.79M Buy
37,874
+8,615
+29% +$404K ﹤0.01% 3412
2025
Q2 		$1.38M Sell
29,259
-1,081
-4% -$49.7K ﹤0.01% 3467
2025
Q1 		$1.4M Buy
30,340
+1,655
+6% +$76.8K ﹤0.01% 3260
2024
Q4 		$1.32M Sell
28,685
-560
-2% -$26.1K ﹤0.01% 3249
2024
Q3 		$1.38M Buy
29,245
+4,301
+17% +$201K ﹤0.01% 3086
2024
Q2 		$1.15M Buy
+24,944
New +$1.14M ﹤0.01% 3118
2022
Q1 		– Sell
-94,645
Closed -$4.91M – 4293
2021
Q4 		$4.91M Buy
94,645
+6,967
+8% +$361K ﹤0.01% 1474
2021
Q3 		$4.59M Buy
87,678
+3,689
+4% +$193K ﹤0.01% 1455
2021
Q2 		$4.4M Buy
83,989
+3,798
+5% +$197K ﹤0.01% 1436
2021
Q1 		$4.13M Buy
80,191
+3,257
+4% +$169K ﹤0.01% 1354
2020
Q4 		$4.01M Buy
+76,934
New +$3.94M 0.01% 1237

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Stifel Financial
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

LPL Financial's HYBB Position: Q1 2026 in Review

LPL Financial increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 35% in Q1 2026, buying an estimated $809K and bringing the position to 65,804 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

LPL Financial first reported a position in HYBB in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.91M in Q4 2021. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • LPL Financial held 65,804 shares of iShares BB Rated Corporate Bond ETF worth $3.06M as of Q1 2026.
  • LPL Financial bought 17,204 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $809K.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3111 holding.
  • LPL Financial first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
  • LPL Financial's iShares BB Rated Corporate Bond ETF position peaked at $4.91M in Q4 2021.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.