Acorn Wealth Advisors’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 | $331K | Buy |
7,091
+234
| +3% | +$10.9K | 0.12% | 164 |
|
|
2025
Q1 | $316K | Sell |
6,857
-7
| -0.1% | -$322 | 0.13% | 157 |
|
|
2024
Q4 | $316K | Sell |
6,864
-2,186
| -24% | -$101K | 0.13% | 153 |
|
|
2024
Q3 | $429K | Buy |
9,050
+1,366
| +18% | +$64.7K | 0.18% | 110 |
|
|
2024
Q2 | $351K | Buy |
7,684
+776
| +11% | +$35.5K | 0.17% | 123 |
|
|
2024
Q1 | $319K | Buy |
6,908
+64
| +0.9% | +$2.96K | 0.17% | 132 |
|
|
2023
Q4 | $314K | Sell |
6,844
-389
| -5% | -$17.9K | 0.19% | 121 |
|
|
2023
Q3 | $317K | Buy |
7,233
+61
| +0.9% | +$2.68K | 0.21% | 107 |
|
|
2023
Q2 | $320K | Sell |
7,172
-368
| -5% | -$16.4K | 0.22% | 111 |
|
|
2023
Q1 | $339K | Sell |
7,540
-212
| -3% | -$9.53K | 0.25% | 98 |
|
|
2022
Q4 | $340K | Sell |
7,752
-1,111
| -13% | -$48.7K | 0.26% | 92 |
|
|
2022
Q3 | $376K | Sell |
8,863
-1,006
| -10% | -$42.7K | 0.31% | 82 |
|
|
2022
Q2 | $430K | Buy |
9,869
+166
| +2% | +$7.23K | 0.34% | 72 |
|
|
2022
Q1 | $475K | Buy |
9,703
+204
| +2% | +$9.99K | 0.33% | 75 |
|
|
2021
Q4 | $492K | Buy |
9,499
+1,012
| +12% | +$52.4K | 0.31% | 77 |
|
|
2021
Q3 | $442K | Buy |
8,487
+1,010
| +14% | +$52.6K | 0.31% | 81 |
|
|
2021
Q2 | $391K | Buy |
7,477
+1,172
| +19% | +$61.3K | 0.27% | 89 |
|
|
2021
Q1 | $325K | Sell |
6,305
-8
| -0.1% | -$412 | 0.23% | 108 |
|
|
2020
Q4 | $328K | Buy |
6,313
+845
| +15% | +$43.9K | 0.26% | 97 |
|
|
2020
Q3 | $273K | Sell |
5,468
-497
| -8% | -$24.8K | 0.24% | 93 |
|
|
2020
Q2 | $290K | Buy |
5,965
+46
| +0.8% | +$2.24K | 0.27% | 80 |
|
|
2020
Q1 | $261K | Sell |
5,919
-444
| -7% | -$19.6K | 0.29% | 73 |
|
|
2019
Q4 | $330K | Buy |
6,363
+930
| +17% | +$48.2K | 0.28% | 78 |
|
|
2019
Q3 | $278K | Buy |
+5,433
| New | +$278K | 0.24% | 90 |
|