Baker Boyer National Bank’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Baker Boyer National Bank’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
2023 Q3	–	Sell	-8,698	Closed	-$388K	–	81
2023 Q2	$388K	Hold	8,698	–	–	0.14%	58
2023 Q1	$391K	Hold	8,698	–	–	0.15%	53
2022 Q4	$381K	Hold	8,698	–	–	0.16%	52
2022 Q3	$369K	Hold	8,698	–	–	0.16%	49
2022 Q2	$379K	Hold	8,698	–	–	0.19%	52
2022 Q1	$425K	Hold	8,698	–	–	0.2%	54
2021 Q4	$450K	Buy	+8,698	New	+$449K	0.21%	51
2021 Q2	$379K	Buy	+8,698	New	+$451K	0.19%	52

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

Daniels + Tansey Wilmington, Delaware $289M AUM 18.06% 1-Year Est. Return

GVAG

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Baker Boyer National Bank's BBHY Position: Q3 2023 in Review

Baker Boyer National Bank sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2023, closing a stake of 8,698 shares — an estimated $388K sold.

Baker Boyer National Bank first reported a position in BBHY in Q2 2021 and held it in 8 quarters. The position peaked at $450K in Q4 2021. 89 funds tracked by Wall St. Rank hold BBHY as of Q3 2023.

Baker Boyer National Bank reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Baker Boyer National Bank sold 8,698 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $388K.
Baker Boyer National Bank first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
Baker Boyer National Bank's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $450K in Q4 2021.
89 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2023.

Based on Baker Boyer National Bank's 13F filing for Q3 2023, filed 12 Oct 2023.