Morgan Stanley
HYBB icon

Morgan Stanley’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Morgan Stanley’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 		$13.4M Sell
287,231
-151,815
-35% -$7.14M ﹤0.01% 3315
2025
Q4 		$20.7M Sell
439,046
-106,210
-19% -$5M ﹤0.01% 2908
2025
Q3 		$25.8M Buy
545,256
+544,858
+136,899% +$25.6M ﹤0.01% 2647
2025
Q2 		$18.7K Buy
398
+109
+38% +$5.02K ﹤0.01% 6672
2025
Q1 		$13.4K Sell
289
-2
-0.7% -$93 ﹤0.01% 6718
2024
Q4 		$13.4K Buy
291
+1
+0.3% +$47 ﹤0.01% 6700
2024
Q3 		$13.7K Hold
290
– – ﹤0.01% 6624
2024
Q2 		$13.4K Buy
290
+1
+0.3% +$46 ﹤0.01% 6576
2024
Q1 		$13.4K Sell
289
-289
-50% -$13.3K ﹤0.01% 6595
2023
Q4 		$26.6K Buy
578
+289
+100% +$12.8K ﹤0.01% 6562
2023
Q3 		$12.7K Sell
289
-2
-0.7% -$89 ﹤0.01% 6649
2023
Q2 		$13K Hold
291
– – ﹤0.01% 6713
2023
Q1 		$13.2K Hold
291
– – ﹤0.01% 6781
2022
Q4 		$12.9K Hold
291
– – ﹤0.01% 6842
2022
Q3 		$12K Hold
291
– – ﹤0.01% 7006
2022
Q2 		$13K Buy
291
+289
+14,450% +$13.4K ﹤0.01% 7137
2022
Q1 		$0 Hold
2
– – ﹤0.01% 8025
2021
Q4 		$0 Hold
2
– – ﹤0.01% 8025
2021
Q3 		$0 Buy
+2
New +$105 ﹤0.01% 7972
2021
Q2 		– Sell
-28,000
Closed -$1.44M – 7767
2021
Q1 		$1.44M Sell
28,000
-22,000
-44% -$1.14M ﹤0.01% 4496
2020
Q4 		$2.61M Buy
+50,000
New +$2.56M ﹤0.01% 3923

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Morgan Stanley's HYBB Position: Q1 2026 in Review

Morgan Stanley reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 35% in Q1 2026, selling an estimated $7.14M and leaving 287,231 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

Morgan Stanley first reported a position in HYBB in Q4 2020 and has held it in 21 quarters since. The position peaked at $25.8M in Q3 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Morgan Stanley held 287,231 shares of iShares BB Rated Corporate Bond ETF worth $13.4M as of Q1 2026.
  • Morgan Stanley sold 151,815 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $7.14M.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3315 holding.
  • Morgan Stanley first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Morgan Stanley's iShares BB Rated Corporate Bond ETF position peaked at $25.8M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.