RMR Capital Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

RMR Capital Management’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	$883K	Buy	18,890 +125	+0.7%	+$5.84K	0.61%	43
2026 Q1	$872K	Sell	18,765 -1,300	-6%	-$61.1K	0.63%	43
2025 Q4	$946K	Sell	20,065 -7,065	-26%	-$333K	0.68%	41
2025 Q3	$1.28M	Buy	27,130 +9,009	+50%	+$423K	0.9%	35
2025 Q2	$852K	Buy	18,121 +495	+3%	+$22.8K	0.61%	42
2025 Q1	$814K	Hold	17,626	–	–	0.58%	42
2024 Q4	$811K	Buy	+17,626	New	+$821K	0.6%	43

Other funds holding HYBB

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

BEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Hegarty Advisors Garden City, New York $145M AUM

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFS Group York, Pennsylvania $72.8M AUM

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

RMR Capital Management's HYBB Position: Q2 2026 in Review

RMR Capital Management increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 0.67% in Q2 2026, buying an estimated $5.84K and bringing the position to 18,890 shares worth $883K. The position accounts for 0.61% of the portfolio, ranked #43.

RMR Capital Management first reported a position in HYBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q3 2025. 19 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

RMR Capital Management held 18,890 shares of iShares BB Rated Corporate Bond ETF worth $883K as of Q2 2026.
RMR Capital Management bought 125 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $5.84K.
iShares BB Rated Corporate Bond ETF made up 0.61% of RMR Capital Management's portfolio in Q2 2026, its #43 holding.
RMR Capital Management first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
RMR Capital Management's iShares BB Rated Corporate Bond ETF position peaked at $1.28M in Q3 2025.
19 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on RMR Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.