Stifel Financial
HYBB icon

Stifel Financial’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Stifel Financial’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 		$55.3M Sell
1,189,341
-226,942
-16% -$10.7M 0.05% 341
2025
Q4 		$66.7M Buy
1,416,283
+435,895
+44% +$20.5M 0.06% 304
2025
Q3 		$46.4M Buy
980,388
+610,346
+165% +$28.6M 0.04% 376
2025
Q2 		$17.4M Sell
370,042
-1,919,506
-84% -$88.3M 0.02% 654
2025
Q1 		$106M Buy
2,289,548
+24,745
+1% +$1.15M 0.11% 195
2024
Q4 		$104M Sell
2,264,803
-138,936
-6% -$6.47M 0.11% 197
2024
Q3 		$114M Sell
2,403,739
-520,442
-18% -$24.3M 0.12% 179
2024
Q2 		$135M Buy
2,924,181
+160,284
+6% +$7.34M 0.15% 142
2024
Q1 		$128M Buy
2,763,897
+740,921
+37% +$34.1M 0.15% 152
2023
Q4 		$93.1M Buy
2,022,976
+432,431
+27% +$19.2M 0.12% 183
2023
Q3 		$69.6M Buy
1,590,545
+122,533
+8% +$5.44M 0.1% 215
2023
Q2 		$65.8M Sell
1,468,012
-350,831
-19% -$15.7M 0.09% 224
2023
Q1 		$82.7M Sell
1,818,843
-973,824
-35% -$43.7M 0.12% 183
2022
Q4 		$124M Buy
2,792,667
+1,089,275
+64% +$48.3M 0.19% 129
2022
Q3 		$73.3M Buy
1,703,392
+547,299
+47% +$24.8M 0.12% 187
2022
Q2 		$51.2M Buy
+1,156,093
New +$53.6M 0.08% 242

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
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
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Stifel Financial's HYBB Position: Q1 2026 in Review

Stifel Financial reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 16% in Q1 2026, selling an estimated $10.7M and leaving 1,189,341 shares worth $55.3M. The position accounts for 0.05% of the portfolio, ranked #341.

Stifel Financial first reported a position in HYBB in Q2 2022 and has held it in 16 quarters since. The position peaked at $135M in Q2 2024. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Stifel Financial held 1,189,341 shares of iShares BB Rated Corporate Bond ETF worth $55.3M as of Q1 2026.
  • Stifel Financial sold 226,942 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $10.7M.
  • iShares BB Rated Corporate Bond ETF made up 0.05% of Stifel Financial's portfolio in Q1 2026, its #341 holding.
  • Stifel Financial first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Stifel Financial's iShares BB Rated Corporate Bond ETF position peaked at $135M in Q2 2024.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.