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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
Q2 		$2.16M Buy
46,130
+29,048
+170% +$1.36M 0.18% 57
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 $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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zuckerman Investment Group's HYBB Position: Q2 2026 in Review

Zuckerman Investment Group increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 170% in Q2 2026, buying an estimated $1.36M and bringing the position to 46,130 shares worth $2.16M. The position accounts for 0.18% of the portfolio, ranked #57.

Zuckerman Investment Group first reported a position in HYBB in Q3 2023 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold HYBB as of Q2 2026.

  • Zuckerman Investment Group held 46,130 shares of iShares BB Rated Corporate Bond ETF worth $2.16M as of Q2 2026.
  • Zuckerman Investment Group bought 29,048 iShares BB Rated Corporate Bond ETF shares in Q2 2026, an estimated $1.36M.
  • iShares BB Rated Corporate Bond ETF made up 0.18% of Zuckerman Investment Group's portfolio in Q2 2026, its #57 holding.
  • Zuckerman Investment Group first reported a position in iShares BB Rated Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.