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Mutual Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Mutual Advisors’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
Q3 		$1.03M Buy
22,898
+1,842
+9% +$85.3K 0.02% 648
2026
Q2 		$985K Buy
21,056
+1,930
+10% +$90.1K 0.02% 663
2026
Q1 		$889K Buy
19,126
+1,119
+6% +$52.6K 0.02% 640
2025
Q4 		$849K Sell
18,007
-979
-5% -$46.1K 0.02% 641
2025
Q3 		$896K Buy
18,986
+2,320
+14% +$109K 0.02% 610
2025
Q2 		$780K Buy
16,666
+1,519
+10% +$69.9K 0.02% 607
2025
Q1 		$698K Sell
15,147
-9,097
-38% -$422K 0.02% 581
2024
Q4 		$1.12M Buy
24,244
+2,480
+11% +$116K 0.03% 444
2024
Q3 		$1.01M Buy
21,764
+1,578
+8% +$73.6K 0.03% 481
2024
Q2 		$936K Buy
20,186
+2,776
+16% +$127K 0.03% 507
2024
Q1 		$805K Buy
17,410
+338
+2% +$15.5K 0.03% 548
2023
Q4 		$785K Buy
17,072
+260
+2% +$11.6K 0.03% 521
2023
Q3 		$736K Buy
16,812
+204
+1% +$9.06K 0.03% 500
2023
Q2 		$744K Buy
16,608
+5,716
+52% +$256K 0.03% 525
2023
Q1 		$495K Buy
10,892
+1,550
+17% +$69.5K 0.02% 624
2022
Q4 		$415K Buy
+9,342
New +$414K 0.02% 639

Other funds holding HYBB

Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Mutual Advisors's HYBB Position: Q3 2026 in Review

Mutual Advisors increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 8.7% in Q3 2026, buying an estimated $85.3K and bringing the position to 22,898 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #648.

Mutual Advisors first reported a position in HYBB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2024. 44 funds tracked by Wall St. Rank hold HYBB as of Q3 2026.

  • Mutual Advisors held 22,898 shares of iShares BB Rated Corporate Bond ETF worth $1.03M as of Q3 2026.
  • Mutual Advisors bought 1,842 iShares BB Rated Corporate Bond ETF shares in Q3 2026, an estimated $85.3K.
  • iShares BB Rated Corporate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #648 holding.
  • Mutual Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Mutual Advisors's iShares BB Rated Corporate Bond ETF position peaked at $1.12M in Q4 2024.
  • 44 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.