VWA
HYBB icon

Visionary Wealth Advisors’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Visionary Wealth Advisors’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
Q2 		– Sell
-28,377
Closed -$1.32M – 679
2026
Q1 		$1.32M Sell
28,377
-183
-0.6% -$8.6K 0.06% 232
2025
Q4 		$1.35M Buy
28,560
+12,726
+80% +$599K 0.06% 234
2025
Q3 		$749K Buy
+15,834
New +$743K 0.03% 326
2025
Q2 		– Sell
-43,809
Closed -$2.02M – 583
2025
Q1 		$2.02M Sell
43,809
-1,316
-3% -$61.1K 0.12% 171
2024
Q4 		$2.08M Buy
45,125
+2,109
+5% +$98.2K 0.12% 161
2024
Q3 		$2.04M Sell
43,016
-6,420
-13% -$299K 0.12% 173
2024
Q2 		$2.28M Sell
49,436
-235
-0.5% -$10.8K 0.15% 154
2024
Q1 		$2.3M Buy
49,671
+19,838
+66% +$912K 0.16% 157
2023
Q4 		$1.37M Sell
29,833
-4,520
-13% -$201K 0.1% 198
2023
Q3 		$1.5M Buy
34,353
+2,016
+6% +$89.6K 0.12% 173
2023
Q2 		$1.45M Sell
32,337
-141,315
-81% -$6.32M 0.12% 177
2023
Q1 		$7.9M Sell
173,652
-14,033
-7% -$630K 0.67% 38
2022
Q4 		$8.33M Buy
187,685
+149,794
+395% +$6.64M 0.77% 33
2022
Q3 		$1.63M Buy
37,891
+17,867
+89% +$811K 0.17% 123
2022
Q2 		$886K Buy
+20,024
New +$928K 0.08% 183

Other funds holding HYBB

Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Visionary Wealth Advisors's HYBB Position: Q2 2026 in Review

Visionary Wealth Advisors sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q2 2026, closing a stake of 28,377 shares — an estimated $1.32M sold.

Visionary Wealth Advisors first reported a position in HYBB in Q2 2022 and held it in 15 quarters. The position peaked at $8.33M in Q4 2022. 46 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Visionary Wealth Advisors reported no remaining iShares BB Rated Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 28,377 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $1.32M.
  • Visionary Wealth Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and held it in 15 quarters.
  • Visionary Wealth Advisors's iShares BB Rated Corporate Bond ETF position peaked at $8.33M in Q4 2022.
  • 46 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.