Partners Capital Investment Group’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Partners Capital Investment Group’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	-9,102	Closed	-$421K	–	170
2025 Q1	$421K	Buy	9,102 +4,551	+100%	+$211K	0.01%	154
2024 Q4	$209K	Sell	4,551 -4,551	-50%	-$212K	0.01%	123
2024 Q3	$431K	Hold	9,102	–	–	0.01%	159
2024 Q2	$419K	Buy	9,102 +4,551	+100%	+$208K	0.01%	168
2024 Q1	$210K	Sell	4,551 -4,551	-50%	-$209K	0.01%	139
2023 Q4	$419K	Buy	+9,102	New	+$404K	0.01%	187

Other funds holding HYBB

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 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 $424B AUM 22.94% 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

Partners Capital Investment Group's HYBB Position: Q2 2025 in Review

Partners Capital Investment Group sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2025, closing a stake of 9,102 shares — an estimated $421K sold.

Partners Capital Investment Group first reported a position in HYBB in Q4 2023 and held it in 6 quarters. The position peaked at $431K in Q3 2024. 53 funds tracked by Wall St. Rank hold HYBB as of Q2 2025.

Partners Capital Investment Group reported no remaining iShares BB Rated Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Partners Capital Investment Group sold 9,102 iShares BB Rated Corporate Bond ETF shares in Q2 2025, an estimated $421K.
Partners Capital Investment Group first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Partners Capital Investment Group's iShares BB Rated Corporate Bond ETF position peaked at $431K in Q3 2024.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.