Avior Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Avior Wealth Management’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	-71	Closed	-$3.36K	–	2472
2024 Q3	$3.36K	Hold	71	–	–	﹤0.01%	1889
2024 Q2	$3.25K	Hold	71	–	–	﹤0.01%	1847
2024 Q1	$3.28K	Hold	71	–	–	﹤0.01%	2179
2023 Q4	$3.26K	Hold	71	–	–	﹤0.01%	1250
2023 Q3	$3.12K	Sell	71 -36	-34%	-$1.6K	﹤0.01%	1325
2023 Q2	$4.77K	Hold	107	–	–	﹤0.01%	1180
2023 Q1	$4.81K	Sell	107 -381	-78%	-$17K	﹤0.01%	1211
2022 Q4	$21.4K	Sell	488 -4,840	-91%	-$212K	﹤0.01%	747
2022 Q3	$225K	Sell	5,328 -3,486	-40%	-$156K	0.02%	435
2022 Q2	$384K	Sell	8,814 -3,479	-28%	-$160K	0.04%	301
2022 Q1	$601K	Sell	12,293 -8,578	-41%	-$426K	0.05%	249
2021 Q4	$1.08M	Sell	20,871 -17,196	-45%	-$888K	0.09%	185
2021 Q3	$1.98M	Sell	38,067 -8,477	-18%	-$442K	0.16%	111
2021 Q2	$2.43M	Sell	46,544 -3,589	-7%	-$186K	0.24%	92
2021 Q1	$2.58M	Buy	+50,133	New	+$2.59M	0.28%	85

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

Avior Wealth Management's BBHY Position: Q4 2024 in Review

Avior Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2024, closing a stake of 71 shares — an estimated $3.36K sold.

Avior Wealth Management first reported a position in BBHY in Q1 2021 and held it in 15 quarters. The position peaked at $2.58M in Q1 2021. 105 funds tracked by Wall St. Rank hold BBHY as of Q4 2024.

Avior Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 71 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $3.36K.
Avior Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
Avior Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.58M in Q1 2021.
105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.