Acorn Financial Advisory Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Acorn Financial Advisory Services’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	$233K	Sell	5,057 -43	-0.8%	-$1.98K	0.03%	200
2026 Q1	$234K	Sell	5,100 -196	-4%	-$9.09K	0.03%	191
2025 Q4	$246K	Buy	5,296 +259	+5%	+$12.1K	0.04%	182
2025 Q3	$237K	Buy	5,037 +520	+12%	+$24.2K	0.04%	184
2025 Q2	$211K	Buy	+4,517	New	+$206K	0.03%	191
2025 Q1	–	Sell	-4,521	Closed	-$208K	–	191
2024 Q4	$208K	Buy	+4,521	New	+$211K	0.03%	196
2024 Q1	–	Sell	-4,360	Closed	-$200K	–	212
2023 Q4	$200K	Buy	+4,360	New	+$193K	0.04%	237
2023 Q1	–	Sell	-4,956	Closed	-$217K	–	225
2022 Q4	$217K	Buy	4,956 +50	+1%	+$2.19K	0.05%	204
2022 Q3	$208K	Sell	4,906 -342	-7%	-$15.3K	0.05%	204
2022 Q2	$229K	Sell	5,248 -876	-14%	-$40.3K	0.05%	195
2022 Q1	$300K	Sell	6,124 -746	-11%	-$37.1K	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%	+$91.1K	0.11%	161
2021 Q2	$257K	Buy	4,909 +124	+3%	+$6.43K	0.08%	208
2021 Q1	$247K	Sell	4,785 -97	-2%	-$5.02K	0.09%	180
2020 Q4	$253K	Buy	4,882 +385	+9%	+$19.6K	0.1%	191
2020 Q3	$225K	Buy	+4,497	New	+$226K	0.12%	188

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

Acorn Financial Advisory Services's BBHY Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 0.84% in Q2 2026, selling an estimated $1.98K and leaving 5,057 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #200.

Acorn Financial Advisory Services first reported a position in BBHY in Q3 2020 and has held it in 17 quarters since. The position peaked at $356K in Q4 2021. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Acorn Financial Advisory Services held 5,057 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $233K as of Q2 2026.
Acorn Financial Advisory Services sold 43 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.98K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #200 holding.
Acorn Financial Advisory Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2020 and has held it in 17 quarters since.
Acorn Financial Advisory Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $356K in Q4 2021.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.