CWM
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Congress Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Congress 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
2025
Q2 		$3.45M Buy
+74,049
New +$3.38M 0.03% 455

Other funds holding BBHY

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Bank of America
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VAS
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return