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Valmark Advisers’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Valmark Advisers’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 		$71.2M Buy
1,531,588
+75,445
+5% +$3.55M 0.85% 26
2025
Q4 		$68.6M Buy
+1,456,143
New +$68.6M 0.85% 26

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Valmark Advisers's HYBB Position: Q1 2026 in Review

Valmark Advisers increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 5.2% in Q1 2026, buying an estimated $3.55M and bringing the position to 1,531,588 shares worth $71.2M. The position accounts for 0.85% of the portfolio, ranked #26.

Valmark Advisers first reported a position in HYBB in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Valmark Advisers held 1,531,588 shares of iShares BB Rated Corporate Bond ETF worth $71.2M as of Q1 2026.
  • Valmark Advisers bought 75,445 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $3.55M.
  • iShares BB Rated Corporate Bond ETF made up 0.85% of Valmark Advisers's portfolio in Q1 2026, its #26 holding.
  • Valmark Advisers first reported a position in iShares BB Rated Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.