AE Wealth Management’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 | – | Sell |
-86
| Closed | -$3.96K | – | 2157 |
|
2025
Q1 | $3.96K | Buy |
+86
| New | +$3.96K | ﹤0.01% | 1964 |
|
2022
Q1 | – | Sell |
-5,593
| Closed | -$290K | – | 1668 |
|
2021
Q4 | $290K | Buy |
+5,593
| New | +$290K | ﹤0.01% | 1461 |
|
2021
Q2 | – | Sell |
-6,306
| Closed | -$325K | – | 1568 |
|
2021
Q1 | $325K | Sell |
6,306
-937
| -13% | -$48.3K | ﹤0.01% | 1219 |
|
2020
Q4 | $376K | Buy |
7,243
+226
| +3% | +$11.7K | ﹤0.01% | 1055 |
|
2020
Q3 | $351K | Sell |
7,017
-564
| -7% | -$28.2K | 0.01% | 982 |
|
2020
Q2 | $368K | Buy |
+7,581
| New | +$368K | 0.01% | 961 |
|