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Money Concepts Capital’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Money Concepts Capital’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 		$203K Buy
+4,347
New +$203K 0.01% 611
2023
Q1 		– Sell
-40
Closed -$1.78K – 1595
2022
Q4 		$1.78K Buy
+40
New +$1.77K ﹤0.01% 2727

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

Money Concepts Capital's HYBB Position: Q2 2026 in Review

Money Concepts Capital opened a new position in iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2026: 4,347 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in HYBB as recently as Q4 2022.

Money Concepts Capital first reported a position in HYBB in Q4 2022 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Money Concepts Capital held 4,347 shares of iShares BB Rated Corporate Bond ETF worth $203K as of Q2 2026.
  • iShares BB Rated Corporate Bond ETF was a new Money Concepts Capital position in Q2 2026.
  • iShares BB Rated Corporate Bond ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #611 holding.
  • Money Concepts Capital first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.