NSIM
HYBB icon

North Star Investment Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

North Star Investment Management’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 		$25.9K Hold
554
– – ﹤0.01% 876
2026
Q1 		$25.8K Hold
554
– – ﹤0.01% 861
2025
Q4 		$26.1K Hold
554
– – ﹤0.01% 802
2025
Q3 		$26.2K Hold
554
– – ﹤0.01% 776
2025
Q2 		$26K Hold
554
– – ﹤0.01% 750
2025
Q1 		$25.6K Buy
+554
New +$25.7K ﹤0.01% 723

Other funds holding HYBB

NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
HA
Hegarty Advisors Garden City, New York $145M AUM
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IG
IFS Group York, Pennsylvania $72.8M AUM

North Star Investment Management's HYBB Position: Q2 2026 in Review

North Star Investment Management held its iShares BB Rated Corporate Bond ETF (HYBB) position steady in Q2 2026 at 554 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

North Star Investment Management first reported a position in HYBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.2K in Q3 2025. 20 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • North Star Investment Management held 554 shares of iShares BB Rated Corporate Bond ETF worth $25.9K as of Q2 2026.
  • North Star Investment Management left its iShares BB Rated Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #876 holding.
  • North Star Investment Management first reported a position in iShares BB Rated Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • North Star Investment Management's iShares BB Rated Corporate Bond ETF position peaked at $26.2K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.