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Buckingham Strategic Wealth’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-4,742
Closed -$237K – 538
2020
Q3 		$237K Buy
+4,742
New +$238K 0.02% 421

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Buckingham Strategic Wealth's BBHY Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2020, closing a stake of 4,742 shares — an estimated $237K sold.

Buckingham Strategic Wealth first reported a position in BBHY in Q3 2020 and held it in 1 quarter. The position peaked at $237K in Q3 2020. 66 funds tracked by Wall St. Rank hold BBHY as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,742 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2020, an estimated $237K.
  • Buckingham Strategic Wealth first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $237K in Q3 2020.
  • 66 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.