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Reicon Wealth Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Reicon Wealth Advisors’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 		$362K Buy
7,734
+2,036
+36% +$95.1K 0.22% 31
2026
Q1 		$265K Sell
5,698
-1,063
-16% -$50K 0.2% 34
2025
Q4 		$319K Buy
+6,761
New +$318K 0.23% 26

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Reicon Wealth Advisors's HYBB Position: Q2 2026 in Review

Reicon Wealth Advisors increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 36% in Q2 2026, buying an estimated $95.1K and bringing the position to 7,734 shares worth $362K. The position accounts for 0.22% of the portfolio, ranked #31.

Reicon Wealth Advisors first reported a position in HYBB in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Reicon Wealth Advisors held 7,734 shares of iShares BB Rated Corporate Bond ETF worth $362K as of Q2 2026.
  • Reicon Wealth Advisors bought 2,036 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $95.1K.
  • iShares BB Rated Corporate Bond ETF made up 0.22% of Reicon Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Reicon Wealth Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.