5T Wealth’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

5T Wealth’s Portfolio BBHY Stock Details BBHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	22,298 -204	-0.9%	-$9.39K	0.38%	68
2026 Q1	$1.03M	Sell	22,502 -10,153	-31%	-$471K	0.41%	61
2025 Q4	$1.52M	Buy	32,655 +4,910	+18%	+$229K	0.61%	46
2025 Q3	$1.3M	Buy	27,745 +8,410	+43%	+$392K	0.57%	47
2025 Q2	$902K	Sell	19,335 -12,505	-39%	-$571K	0.43%	57
2025 Q1	$1.47M	Sell	31,840 -5,746	-15%	-$267K	0.79%	43
2024 Q4	$1.73M	Buy	+37,586	New	+$1.76M	0.95%	35

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

5T Wealth's BBHY Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 0.91% in Q2 2026, selling an estimated $9.39K and leaving 22,298 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #68.

5T Wealth first reported a position in BBHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2024. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

5T Wealth held 22,298 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $1.03M as of Q2 2026.
5T Wealth sold 204 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.39K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.38% of 5T Wealth's portfolio in Q2 2026, its #68 holding.
5T Wealth first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.73M in Q4 2024.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.