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Zuckerman Investment Group’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Zuckerman Investment Group’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 		$794K Sell
17,082
-71
-0.4% -$3.34K 0.07% 78
2025
Q4 		$808K Buy
17,153
+298
+2% +$14K 0.07% 84
2025
Q3 		$797K Buy
16,855
+429
+3% +$20.1K 0.07% 88
2025
Q2 		$772K Buy
16,426
+1,219
+8% +$56.1K 0.07% 87
2025
Q1 		$703K Buy
15,207
+2
+0% +$93 0.08% 91
2024
Q4 		$705K Buy
15,205
+903
+6% +$42.1K 0.07% 90
2024
Q3 		$677K Buy
14,302
+1,024
+8% +$47.8K 0.07% 86
2024
Q2 		$611K Buy
13,278
+1,531
+13% +$70.1K 0.07% 88
2024
Q1 		$543K Buy
11,747
+374
+3% +$17.2K 0.06% 91
2023
Q4 		$523K Buy
11,373
+2,270
+25% +$101K 0.07% 87
2023
Q3 		$398K Buy
+9,103
New +$404K 0.06% 91

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

Zuckerman Investment Group's HYBB Position: Q1 2026 in Review

Zuckerman Investment Group reduced its iShares BB Rated Corporate Bond ETF (HYBB) stake by 0.41% in Q1 2026, selling an estimated $3.34K and leaving 17,082 shares worth $794K. The position accounts for 0.07% of the portfolio, ranked #78.

Zuckerman Investment Group first reported a position in HYBB in Q3 2023 and has held it in 11 quarters since. The position peaked at $808K in Q4 2025. 53 funds tracked by Wall St. Rank hold HYBB as of Q1 2026.

  • Zuckerman Investment Group held 17,082 shares of iShares BB Rated Corporate Bond ETF worth $794K as of Q1 2026.
  • Zuckerman Investment Group sold 71 iShares BB Rated Corporate Bond ETF shares in Q1 2026, an estimated $3.34K.
  • iShares BB Rated Corporate Bond ETF made up 0.07% of Zuckerman Investment Group's portfolio in Q1 2026, its #78 holding.
  • Zuckerman Investment Group first reported a position in iShares BB Rated Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Zuckerman Investment Group's iShares BB Rated Corporate Bond ETF position peaked at $808K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.