Blue Edge Capital’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Blue Edge Capital’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 Q2	–	Sell	-67,922	Closed	-$3.32M	–	103
2022 Q1	$3.32M	Sell	67,922 -882	-1%	-$43.8K	0.67%	47
2021 Q4	$3.56M	Sell	68,804 -49,511	-42%	-$2.56M	0.69%	42
2021 Q3	$6.16M	Buy	118,315 +3,811	+3%	+$199K	1.29%	24
2021 Q2	$5.99M	Buy	114,504 +970	+0.9%	+$50.3K	1.24%	21
2021 Q1	$5.85M	Buy	113,534 +6,677	+6%	+$346K	1.3%	22
2020 Q4	$5.55M	Buy	+106,857	New	+$5.45M	1.34%	22

Other funds holding BBHY

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Blue Edge Capital's BBHY Position: Q2 2022 in Review

Blue Edge Capital sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2022, closing a stake of 67,922 shares — an estimated $3.32M sold.

Blue Edge Capital first reported a position in BBHY in Q4 2020 and held it in 6 quarters. The position peaked at $6.16M in Q3 2021. 74 funds tracked by Wall St. Rank hold BBHY as of Q2 2022.

Blue Edge Capital reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Blue Edge Capital sold 67,922 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $3.32M.
Blue Edge Capital first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Blue Edge Capital's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $6.16M in Q3 2021.
74 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Blue Edge Capital's 13F filing for Q2 2022, filed 10 Aug 2022.