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

&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
2026 Q1	$256K	Sell	5,502 -291	-5%	-$13.7K	﹤0.01%	2091
2025 Q4	$273K	Buy	+5,793	New	+$273K	﹤0.01%	1967
2025 Q2	–	Sell	-7,921	Closed	-$366K	–	2013
2025 Q1	$366K	Sell	7,921 -54	-0.7%	-$2.51K	﹤0.01%	1306
2024 Q4	$369K	Buy	7,975 +2,799	+54%	+$130K	﹤0.01%	1223
2024 Q3	$245K	Buy	+5,176	New	+$241K	﹤0.01%	1206

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

BEI

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

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

CIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners's HYBB Position: Q1 2026 in Review

&Partners reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 5% in Q1 2026, selling an estimated $13.7K and leaving 5,502 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

&Partners first reported a position in HYBB in Q3 2024 and has held it in 5 quarters since. The position peaked at $369K in Q4 2024. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

&Partners held 5,502 shares of iShares BB Rated Corporate Bond ETF worth $256K as of Q1 2026.
&Partners sold 291 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $13.7K.
iShares BB Rated Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2091 holding.
&Partners first reported a position in iShares BB Rated Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
&Partners's iShares BB Rated Corporate Bond ETF position peaked at $369K in Q4 2024.
53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.