ZF
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Zhang Financial’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Zhang Financial’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 		– Sell
-5,606
Closed -$264K – 375
2025
Q4 		$264K Sell
5,606
-850
-13% -$40K 0.01% 290
2025
Q3 		$305K Buy
6,456
+2,142
+50% +$101K 0.01% 262
2025
Q2 		$203K Buy
+4,314
New +$199K 0.01% 285

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

Zhang Financial's HYBB Position: Q1 2026 in Review

Zhang Financial sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q1 2026, closing a stake of 5,606 shares — an estimated $264K sold.

Zhang Financial first reported a position in HYBB in Q2 2025 and held it in 3 quarters. The position peaked at $305K in Q3 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Zhang Financial reported no remaining iShares BB Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Zhang Financial sold 5,606 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $264K.
  • Zhang Financial first reported a position in iShares BB Rated Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Zhang Financial's iShares BB Rated Corporate Bond ETF position peaked at $305K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.