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Advisor Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Advisor Group’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
2019
Q4 		$404K Buy
7,787
+185
+2% +$9.51K ﹤0.01% 1828
2019
Q3 		$390K Buy
7,602
+1,681
+28% +$86.3K ﹤0.01% 1788
2019
Q2 		$302K Buy
5,921
+4,517
+322% +$229K ﹤0.01% 1990
2019
Q1 		$70K Buy
1,404
+7
+0.5% +$347 ﹤0.01% 3129
2018
Q4 		$67K Buy
1,397
+1,008
+259% +$49.1K ﹤0.01% 2977
2018
Q3 		$19K Buy
+389
New +$19.4K ﹤0.01% 3922

Other funds holding BBHY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Advisor Group's BBHY Position: Q4 2019 in Review

Advisor Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 2.4% in Q4 2019, buying an estimated $9.51K and bringing the position to 7,787 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Advisor Group first reported a position in BBHY in Q3 2018 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold BBHY as of Q4 2019.

  • Advisor Group held 7,787 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $404K as of Q4 2019.
  • Advisor Group bought 185 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $9.51K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1828 holding.
  • Advisor Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2018 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.