Sheets Smith Wealth Management’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Sheets Smith Wealth 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 Q3	$343K	Buy	7,612 +7	+0.1%	+$324	0.04%	330
2026 Q2	$356K	Buy	7,605 +115	+2%	+$5.37K	0.04%	335
2026 Q1	$348K	Sell	7,490 -2,000	-21%	-$94K	0.04%	330
2025 Q4	$447K	Hold	9,490	–	–	0.05%	288
2025 Q3	$449K	Hold	9,490	–	–	0.05%	294
2025 Q2	$446K	Sell	9,490 -2,000	-17%	-$92K	0.05%	296
2025 Q1	$531K	Hold	11,490	–	–	0.07%	244
2024 Q4	$529K	Sell	11,490 -1,000	-8%	-$46.6K	0.06%	258
2024 Q3	$591K	Sell	12,490 -21	-0.2%	-$980	0.07%	225
2024 Q2	$576K	Hold	12,511	–	–	0.07%	223
2024 Q1	$579K	Buy	12,511 +600	+5%	+$27.6K	0.06%	222
2023 Q4	$548K	Sell	11,911 -2,000	-14%	-$88.9K	0.08%	200
2023 Q3	$609K	Buy	13,911 +1,025	+8%	+$45.5K	0.09%	179
2023 Q2	$577K	Sell	12,886 -500	-4%	-$22.4K	0.08%	194
2023 Q1	$609K	Sell	13,386 -400	-3%	-$17.9K	0.09%	181
2022 Q4	$612K	Sell	13,786 -19,718	-59%	-$873K	0.1%	174
2022 Q3	$1.44M	Buy	33,504 +798	+2%	+$36.2K	0.24%	98
2022 Q2	$1.45M	Sell	32,706 -876	-3%	-$40.6K	0.24%	97
2022 Q1	$1.64M	Buy	33,582 +4,714	+16%	+$234K	0.23%	102
2021 Q4	$1.5M	Buy	+28,868	New	+$1.5M	0.19%	119

Other funds holding HYBB

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Keeler Thomas Management Orem, Utah $256M AUM 13.76% 1-Year Est. Return

Sheets Smith Wealth Management's HYBB Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 0.09% in Q3 2026, buying an estimated $324 and bringing the position to 7,612 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #330.

Sheets Smith Wealth Management first reported a position in HYBB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.64M in Q1 2022. 17 funds tracked by Wall St. Rank hold HYBB as of Q3 2026.

Sheets Smith Wealth Management held 7,612 shares of iShares BB Rated Corporate Bond ETF worth $343K as of Q3 2026.
Sheets Smith Wealth Management bought 7 iShares BB Rated Corporate Bond ETF shares in Q3 2026, an estimated $324.
iShares BB Rated Corporate Bond ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #330 holding.
Sheets Smith Wealth Management first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
Sheets Smith Wealth Management's iShares BB Rated Corporate Bond ETF position peaked at $1.64M in Q1 2022.
17 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.