&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 Q2	–	Sell	-5,502	Closed	-$256K	–	2537
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 $34B AUM 40.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

&Partners's HYBB Position: Q2 2026 in Review

&Partners sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2026, closing a stake of 5,502 shares — an estimated $256K sold.

&Partners first reported a position in HYBB in Q3 2024 and held it in 5 quarters. The position peaked at $369K in Q4 2024. 46 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

&Partners reported no remaining iShares BB Rated Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
&Partners sold 5,502 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $256K.
&Partners first reported a position in iShares BB Rated Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
&Partners's iShares BB Rated Corporate Bond ETF position peaked at $369K in Q4 2024.
46 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.