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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
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

NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
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
HA
Hegarty Advisors Garden City, New York $145M AUM
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IG
IFS Group York, Pennsylvania $72.8M AUM
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Sheets Smith Wealth Management's HYBB Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 1.5% in Q2 2026, buying an estimated $5.37K and bringing the position to 7,605 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #335.

Sheets Smith Wealth Management first reported a position in HYBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2022. 19 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Sheets Smith Wealth Management held 7,605 shares of iShares BB Rated Corporate Bond ETF worth $356K as of Q2 2026.
  • Sheets Smith Wealth Management bought 115 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $5.37K.
  • iShares BB Rated Corporate Bond ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Sheets Smith Wealth Management first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Sheets Smith Wealth Management's iShares BB Rated Corporate Bond ETF position peaked at $1.64M in Q1 2022.
  • 19 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.