CGN Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

CGN Advisors’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 Q2	$210K	Sell	4,552 -184	-4%	-$8.47K	0.02%	315
2026 Q1	$217K	Sell	4,736 -940	-17%	-$43.6K	0.02%	308
2025 Q4	$264K	Sell	5,676 -119	-2%	-$5.54K	0.02%	288
2025 Q3	$272K	Buy	5,795 +11	+0.2%	+$513	0.02%	279
2025 Q2	$270K	Buy	5,784 +13	+0.2%	+$593	0.02%	273
2025 Q1	$266K	Sell	5,771 -762	-12%	-$35.4K	0.03%	266
2024 Q4	$301K	Buy	6,533 +1,304	+25%	+$60.9K	0.03%	253
2024 Q3	$248K	Buy	5,229 +11	+0.2%	+$511	0.02%	259
2024 Q2	$239K	Buy	5,218 +778	+18%	+$35.5K	0.03%	250
2024 Q1	$205K	Buy	+4,440	New	+$204K	0.03%	248

Other funds holding BBHY

OPAM

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

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM

DAS

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

LFG

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

CGN Advisors's BBHY Position: Q2 2026 in Review

CGN Advisors reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 3.9% in Q2 2026, selling an estimated $8.47K and leaving 4,552 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #315.

CGN Advisors first reported a position in BBHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $301K in Q4 2024. 12 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

CGN Advisors held 4,552 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $210K as of Q2 2026.
CGN Advisors sold 184 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $8.47K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #315 holding.
CGN Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
CGN Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $301K in Q4 2024.
12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.