Allworth Financial’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Allworth Financial’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
2024 Q4	–	Sell	-25	Closed	-$1.18K	–	3949
2024 Q3	$1.18K	Hold	25	–	–	﹤0.01%	3163
2024 Q2	$1.16K	Hold	25	–	–	﹤0.01%	3119
2024 Q1	$1.16K	Sell	25 -121	-83%	-$5.55K	﹤0.01%	3035
2023 Q4	$6.7K	Buy	+146	New	+$6.47K	﹤0.01%	2146

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Allworth Financial's BBHY Position: Q4 2024 in Review

Allworth Financial sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2024, closing a stake of 25 shares — an estimated $1.18K sold.

Allworth Financial first reported a position in BBHY in Q4 2023 and held it in 4 quarters. The position peaked at $6.7K in Q4 2023. 105 funds tracked by Wall St. Rank hold BBHY as of Q4 2024.

Allworth Financial reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Allworth Financial sold 25 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.18K.
Allworth Financial first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Allworth Financial's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $6.7K in Q4 2023.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.