Acorn Financial Advisory Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+4,517
| New | +$211K | 0.03% | 191 |
|
|
2025
Q1 | – | Sell |
-4,521
| Closed | -$208K | – | 191 |
|
|
2024
Q4 | $208K | Buy |
+4,521
| New | +$208K | 0.03% | 196 |
|
|
2024
Q1 | – | Sell |
-4,360
| Closed | -$200K | – | 211 |
|
|
2023
Q4 | $200K | Buy |
+4,360
| New | +$200K | 0.04% | 237 |
|
|
2023
Q1 | – | Sell |
-4,956
| Closed | -$217K | – | 224 |
|
|
2022
Q4 | $217K | Buy |
4,956
+50
| +1% | +$2.19K | 0.05% | 204 |
|
|
2022
Q3 | $208K | Sell |
4,906
-342
| -7% | -$14.5K | 0.05% | 204 |
|
|
2022
Q2 | $229K | Sell |
5,248
-876
| -14% | -$38.2K | 0.05% | 195 |
|
|
2022
Q1 | $300K | Sell |
6,124
-746
| -11% | -$36.5K | 0.06% | 183 |
|
|
2021
Q4 | $356K | Buy |
6,870
+216
| +3% | +$11.2K | 0.07% | 165 |
|
|
2021
Q3 | $346K | Buy |
6,654
+1,745
| +36% | +$90.7K | 0.11% | 161 |
|
|
2021
Q2 | $257K | Buy |
4,909
+124
| +3% | +$6.49K | 0.08% | 208 |
|
|
2021
Q1 | $247K | Sell |
4,785
-97
| -2% | -$5.01K | 0.09% | 180 |
|
|
2020
Q4 | $253K | Buy |
4,882
+385
| +9% | +$20K | 0.1% | 191 |
|
|
2020
Q3 | $225K | Buy |
+4,497
| New | +$225K | 0.12% | 188 |
|