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Steward Partners Investment Advisory’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Steward Partners Investment Advisory’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 		$1.95K Buy
+42
New +$1.97K ﹤0.01% 4062

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Stifel Financial
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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

Steward Partners Investment Advisory's HYBB Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares BB Rated Corporate Bond ETF (HYBB) in Q1 2026: 42 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #4062 among its holdings.

53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Steward Partners Investment Advisory held 42 shares of iShares BB Rated Corporate Bond ETF worth $1.95K as of Q1 2026.
  • iShares BB Rated Corporate Bond ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • iShares BB Rated Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4062 holding.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.