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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
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 $30.9B AUM 29.72% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Visionary Wealth Advisors's HYBB Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 0.64% in Q1 2026, selling an estimated $8.6K and leaving 28,377 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #232.

Visionary Wealth Advisors first reported a position in HYBB in Q2 2022 and has held it in 15 quarters since. The position peaked at $8.33M in Q4 2022. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Visionary Wealth Advisors held 28,377 shares of iShares BB Rated Corporate Bond ETF worth $1.32M as of Q1 2026.
  • Visionary Wealth Advisors sold 183 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $8.6K.
  • iShares BB Rated Corporate Bond ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q1 2026, its #232 holding.
  • Visionary Wealth Advisors first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Visionary Wealth Advisors's iShares BB Rated Corporate Bond ETF position peaked at $8.33M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.