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Sunbelt Securities’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-10
Closed -$460 – 2774
2025
Q2 		$460 Buy
+10
New +$460 ﹤0.01% 1712
2025
Q1 		– Sell
-10
Closed -$460 – 1848
2024
Q4 		$460 Hold
10
– – ﹤0.01% 1716
2024
Q3 		$474 Hold
10
– – ﹤0.01% 1742
2024
Q2 		$460 Hold
10
– – ﹤0.01% 1665
2024
Q1 		$462 Buy
+10
New +$460 ﹤0.01% 1633

Other funds holding HYBB

Stifel Financial
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BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Sunbelt Securities's HYBB Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2025, closing a stake of 10 shares — an estimated $460 sold.

Sunbelt Securities first reported a position in HYBB in Q1 2024 and held it in 5 quarters. The position peaked at $474 in Q3 2024. 51 funds tracked by Wall St. Rank hold HYBB as of Q3 2025.

  • Sunbelt Securities reported no remaining iShares BB Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 10 iShares BB Rated Corporate Bond ETF shares in Q3 2025, an estimated $460.
  • Sunbelt Securities first reported a position in iShares BB Rated Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
  • Sunbelt Securities's iShares BB Rated Corporate Bond ETF position peaked at $474 in Q3 2024.
  • 51 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.