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

Bartlett & Co 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
2022
Q3 		– Sell
-298
Closed -$13K – 1187
2022
Q2 		$13K Buy
+298
New +$13.7K ﹤0.01% 817

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HighTower Advisors
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bartlett & Co Wealth Management's BBHY Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2022, closing a stake of 298 shares — an estimated $13K sold.

Bartlett & Co Wealth Management first reported a position in BBHY in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 69 funds tracked by Wall St. Rank hold BBHY as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 298 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $13K.
  • Bartlett & Co Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $13K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.