NorthRock Partners’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

NorthRock Partners’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
2025 Q2	–	Sell	-1,000	Closed	-$46.2K	–	780
2025 Q1	$46.2K	Hold	1,000	–	–	﹤0.01%	687
2024 Q4	$46K	Hold	1,000	–	–	﹤0.01%	657
2024 Q3	$47.4K	Hold	1,000	–	–	﹤0.01%	699
2024 Q2	$46K	Hold	1,000	–	–	﹤0.01%	675
2024 Q1	$46.3K	Buy	+1,000	New	+$46K	﹤0.01%	664

Other funds holding HYBB

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NorthRock Partners's HYBB Position: Q2 2025 in Review

NorthRock Partners sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2025, closing a stake of 1,000 shares — an estimated $46.2K sold.

NorthRock Partners first reported a position in HYBB in Q1 2024 and held it in 5 quarters. The position peaked at $47.4K in Q3 2024. 53 funds tracked by Wall St. Rank hold HYBB as of Q2 2025.

NorthRock Partners reported no remaining iShares BB Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,000 iShares BB Rated Corporate Bond ETF shares in Q2 2025, an estimated $46.2K.
NorthRock Partners first reported a position in iShares BB Rated Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
NorthRock Partners's iShares BB Rated Corporate Bond ETF position peaked at $47.4K in Q3 2024.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.