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Principal Securities’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Principal Securities’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
Q4 		– Sell
-465
Closed -$22K – 2331
2025
Q3 		$22K Hold
465
– – ﹤0.01% 2362
2025
Q2 		$21.9K Hold
465
– – ﹤0.01% 2267
2025
Q1 		$21.4K Hold
465
– – ﹤0.01% 2158
2024
Q4 		$21.4K Hold
465
– – ﹤0.01% 2154
2024
Q3 		$22K Hold
465
– – ﹤0.01% 2073
2024
Q2 		$21.4K Hold
465
– – ﹤0.01% 2041
2024
Q1 		$21.5K Hold
465
– – ﹤0.01% 1976
2023
Q4 		$21.4K Buy
+465
New +$20.7K ﹤0.01% 1890

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Stifel Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Principal Securities's HYBB Position: Q4 2025 in Review

Principal Securities sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q4 2025, closing a stake of 465 shares — an estimated $22K sold.

Principal Securities first reported a position in HYBB in Q4 2023 and held it in 8 quarters. The position peaked at $22K in Q3 2024. 56 funds tracked by Wall St. Rank hold HYBB as of Q4 2025.

  • Principal Securities reported no remaining iShares BB Rated Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 465 iShares BB Rated Corporate Bond ETF shares in Q4 2025, an estimated $22K.
  • Principal Securities first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares BB Rated Corporate Bond ETF position peaked at $22K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.