Osaic Holdings
HYBB icon

Osaic Holdings’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Osaic Holdings’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 		$247K Buy
5,290
+1,276
+32% +$59.6K ﹤0.01% 4252
2026
Q1 		$187K Buy
4,014
+23
+0.6% +$1.08K ﹤0.01% 4206
2025
Q4 		$188K Buy
3,991
+440
+12% +$20.7K ﹤0.01% 4203
2025
Q3 		$168K Sell
3,551
-60
-2% -$2.82K ﹤0.01% 4375
2025
Q2 		$170K Buy
3,611
+172
+5% +$7.92K ﹤0.01% 4072
2025
Q1 		$159K Buy
3,439
+1,929
+128% +$89.5K ﹤0.01% 3826
2024
Q4 		$69.5K Buy
1,510
+607
+67% +$28.3K ﹤0.01% 4454
2024
Q3 		$42.8K Buy
903
+335
+59% +$15.6K ﹤0.01% 4858
2024
Q2 		$26.2K Buy
568
+293
+107% +$13.4K ﹤0.01% 5153
2024
Q1 		$12.7K Sell
275
-2,065
-88% -$95K ﹤0.01% 5621
2023
Q4 		$108K Sell
2,340
-2,081
-47% -$92.5K ﹤0.01% 4393
2023
Q3 		$194K Sell
4,421
-350
-7% -$15.5K ﹤0.01% 4012
2023
Q2 		$214K Buy
4,771
+3,307
+226% +$148K ﹤0.01% 3837
2023
Q1 		$66.7K Buy
1,464
+878
+150% +$39.4K ﹤0.01% 4763
2022
Q4 		$26K Buy
586
+12
+2% +$532 ﹤0.01% 5388
2022
Q3 		$25K Buy
574
+6
+1% +$272 ﹤0.01% 5409
2022
Q2 		$25K Buy
568
+210
+59% +$9.73K ﹤0.01% 5461
2022
Q1 		$17K Buy
+358
New +$17.8K ﹤0.01% 5807

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

Osaic Holdings's HYBB Position: Q2 2026 in Review

Osaic Holdings increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 32% in Q2 2026, buying an estimated $59.6K and bringing the position to 5,290 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

Osaic Holdings first reported a position in HYBB in Q1 2022 and has held it in 18 quarters since. 46 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Osaic Holdings held 5,290 shares of iShares BB Rated Corporate Bond ETF worth $247K as of Q2 2026.
  • Osaic Holdings bought 1,276 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $59.6K.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4252 holding.
  • Osaic Holdings first reported a position in iShares BB Rated Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.