Calton & Associates, Inc. Ishares Tr Bb Rated Corporate Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$42.78 - $46.17 $220,317 - $237,775	5,150 New	5,150 $236,000

Others Institutions Holding HYBB

# of Institutions

52

Shares Held

8.98M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

2.4M
Shares

$112 Million
0.12% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

2.01M
Shares

$93.9 Million
1.63% of portfolio
Benjamin Edwards Inc Clayton, MO

1.85M
Shares

$86.4 Million
1.31% of portfolio
Confluence Investment Management LLC

762K
Shares

$35.5 Million
0.5% of portfolio
Alaska Permanent Fund Corp Juneau, AK

550K
Shares

$25.6 Million
0.38% of portfolio

About ISHARES TR BB RATED CORPORATE

Ticker HYBB
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