1620 INVESTMENT ADVISORS, INC. HYBB ISHARES BB RATED CORPORATE BOND ETF

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  4 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported ISHARES BB RATED CORPORATE BOND ETF (HYBB) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows HYBB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in ISHARES BB RATED CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HYBB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1620 INVESTMENT ADVISORS, INC. held HYBB — position size vs. price
% of Fund (quarterly)    HYBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 450 0% 0.01% $21K 2026-07-14 $46.57
2026 Q1 REDUCED 25.0% +2.2% 450 -150 -25.0% 0.01% $21K 2026-05-13 $46.14
2025 Q4 REDUCED 17.8% -0.4% 600 -130 -17.8% 0.02% $28K 2026-02-05 $45.95
2025 Q3 INITIATED 730 0.02% $35K 2025-10-07 $45.09

FAQ About 1620 INVESTMENT ADVISORS, INC. and HYBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning HYBB?

1620 INVESTMENT ADVISORS, INC. reported HYBB across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported HYBB position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for HYBB was 0.02% in 2025 Q3.

What is the latest reported HYBB position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 450 shares, equal to 0.01% of portfolio, with an estimated market value of $21K.

What does the chart on this HYBB ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly HYBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their HYBB position?

Based on 13F filing dates vs. subsequent HYBB price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HYBB relative to SPY over the holding period was -11.4%.

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