Zuckerman Investment Group’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
16,426
+1,219
| +8% | +$57.3K | 0.07% | 87 |
|
|
2025
Q1 | $703K | Buy |
15,207
+2
| +0% | +$92 | 0.08% | 91 |
|
|
2024
Q4 | $705K | Buy |
15,205
+903
| +6% | +$41.9K | 0.07% | 90 |
|
|
2024
Q3 | $677K | Buy |
14,302
+1,024
| +8% | +$48.5K | 0.07% | 86 |
|
|
2024
Q2 | $611K | Buy |
13,278
+1,531
| +13% | +$70.5K | 0.07% | 88 |
|
|
2024
Q1 | $543K | Buy |
11,747
+374
| +3% | +$17.3K | 0.06% | 91 |
|
|
2023
Q4 | $523K | Buy |
11,373
+2,270
| +25% | +$104K | 0.07% | 87 |
|
|
2023
Q3 | $398K | Buy |
+9,103
| New | +$398K | 0.06% | 91 |
|