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

USA Financial Formulas’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
2022
Q1 		– Sell
-150
Closed -$8K – 410
2021
Q4 		$8K Buy
+150
New +$7.78K 0.01% 198

Other funds holding HYBB

NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

USA Financial Formulas's HYBB Position: Q1 2022 in Review

USA Financial Formulas sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q1 2022, closing a stake of 150 shares — an estimated $8K sold.

USA Financial Formulas first reported a position in HYBB in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 16 funds tracked by Wall St. Rank hold HYBB as of Q1 2022.

  • USA Financial Formulas reported no remaining iShares BB Rated Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • USA Financial Formulas sold 150 iShares BB Rated Corporate Bond ETF shares in Q1 2022, an estimated $8K.
  • USA Financial Formulas first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • USA Financial Formulas's iShares BB Rated Corporate Bond ETF position peaked at $8K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2022.

Based on USA Financial Formulas's 13F filing for Q1 2022, filed 16 Aug 2022.