Acorn Wealth Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Acorn Wealth Advisors’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	$310K	Buy	6,722 +38	+0.6%	+$1.75K	0.08%	220
2026 Q1	$306K	Buy	6,684 +80	+1%	+$3.71K	0.09%	194
2025 Q4	$307K	Buy	6,604 +73	+1%	+$3.4K	0.09%	201
2025 Q3	$307K	Sell	6,531 -560	-8%	-$26.1K	0.1%	203
2025 Q2	$331K	Buy	7,091 +234	+3%	+$10.7K	0.12%	164
2025 Q1	$316K	Sell	6,857 -7	-0.1%	-$325	0.13%	157
2024 Q4	$316K	Sell	6,864 -2,186	-24%	-$102K	0.13%	153
2024 Q3	$429K	Buy	9,050 +1,366	+18%	+$63.5K	0.18%	110
2024 Q2	$351K	Buy	7,684 +776	+11%	+$35.4K	0.17%	123
2024 Q1	$319K	Buy	6,908 +64	+0.9%	+$2.94K	0.17%	132
2023 Q4	$314K	Sell	6,844 -389	-5%	-$17.2K	0.19%	121
2023 Q3	$317K	Buy	7,233 +61	+0.9%	+$2.71K	0.21%	107
2023 Q2	$320K	Sell	7,172 -368	-5%	-$16.3K	0.22%	111
2023 Q1	$339K	Sell	7,540 -212	-3%	-$9.46K	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%	-$45.1K	0.31%	82
2022 Q2	$430K	Buy	9,869 +166	+2%	+$7.64K	0.34%	72
2022 Q1	$475K	Buy	9,703 +204	+2%	+$10.1K	0.33%	75
2021 Q4	$492K	Buy	9,499 +1,012	+12%	+$52.3K	0.31%	77
2021 Q3	$442K	Buy	8,487 +1,010	+14%	+$52.7K	0.31%	81
2021 Q2	$391K	Buy	7,477 +1,172	+19%	+$60.8K	0.27%	89
2021 Q1	$325K	Sell	6,305 -8	-0.1%	-$414	0.23%	108
2020 Q4	$328K	Buy	6,313 +845	+15%	+$43.1K	0.26%	97
2020 Q3	$273K	Sell	5,468 -497	-8%	-$24.9K	0.24%	93
2020 Q2	$290K	Buy	5,965 +46	+0.8%	+$2.19K	0.27%	80
2020 Q1	$261K	Sell	5,919 -444	-7%	-$22K	0.29%	73
2019 Q4	$330K	Buy	6,363 +930	+17%	+$47.8K	0.28%	78
2019 Q3	$278K	Buy	+5,433	New	+$279K	0.24%	90

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 Wealth Advisors's BBHY Position: Q2 2026 in Review

Acorn Wealth Advisors increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 0.57% in Q2 2026, buying an estimated $1.75K and bringing the position to 6,722 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #220.

Acorn Wealth Advisors first reported a position in BBHY in Q3 2019 and has held it in 28 quarters since. The position peaked at $492K in Q4 2021. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Acorn Wealth Advisors held 6,722 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $310K as of Q2 2026.
Acorn Wealth Advisors bought 38 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.75K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.08% of Acorn Wealth Advisors's portfolio in Q2 2026, its #220 holding.
Acorn Wealth Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
Acorn Wealth Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $492K 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 Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.