Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$550K	Sell	12,006 -1,085	-8%	-$50.3K	﹤0.01%	1939
2025 Q4	$609K	Buy	13,091 +885	+7%	+$41.2K	﹤0.01%	1795
2025 Q3	$574K	Buy	12,206 +2,555	+26%	+$119K	﹤0.01%	1710
2025 Q2	$450K	Buy	9,651 +9,186	+1,975%	+$419K	﹤0.01%	1635
2025 Q1	$21K	Hold	465	–	–	﹤0.01%	3618
2024 Q4	$21K	Hold	465	–	–	﹤0.01%	3392
2024 Q3	$22K	Hold	465	–	–	﹤0.01%	3286
2024 Q2	$21K	Hold	465	–	–	﹤0.01%	3069
2024 Q1	$21K	Sell	465 -43	-8%	-$1.97K	﹤0.01%	2855
2023 Q4	$23K	Buy	+508	New	+$22.5K	﹤0.01%	2676

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBHY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 8.3% in Q1 2026, selling an estimated $50.3K and leaving 12,006 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Carson Wealth (CWM LLC) first reported a position in BBHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $609K in Q4 2025. 112 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Carson Wealth (CWM LLC) held 12,006 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $550K as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,085 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $50.3K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1939 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $609K in Q4 2025.
112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.