Raymond James Financial
HYBB icon

Raymond James Financial’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Raymond James Financial’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 		$537K Buy
11,542
+105
+0.9% +$4.94K ﹤0.01% 4294
2025
Q4 		$539K Buy
11,437
+31
+0.3% +$1.46K ﹤0.01% 4218
2025
Q3 		$540K Buy
11,406
+429
+4% +$20.1K ﹤0.01% 4079
2025
Q2 		$516K Buy
+10,977
New +$505K ﹤0.01% 3991

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
Bank Julius Baer & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial's HYBB Position: Q1 2026 in Review

Raymond James Financial increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 0.92% in Q1 2026, buying an estimated $4.94K and bringing the position to 11,542 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

Raymond James Financial first reported a position in HYBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $540K in Q3 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Raymond James Financial held 11,542 shares of iShares BB Rated Corporate Bond ETF worth $537K as of Q1 2026.
  • Raymond James Financial bought 105 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $4.94K.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4294 holding.
  • Raymond James Financial first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's iShares BB Rated Corporate Bond ETF position peaked at $540K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.