Cornerstone Planning Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Cornerstone Planning Group’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	$9.06K	Buy	198 +11	+6%	+$507	﹤0.01%	920
2026 Q1	$8.6K	Buy	+187	New	+$8.67K	﹤0.01%	940

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

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Cornerstone Planning Group's BBHY Position: Q2 2026 in Review

Cornerstone Planning Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 5.9% in Q2 2026, buying an estimated $507 and bringing the position to 198 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Cornerstone Planning Group first reported a position in BBHY in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Cornerstone Planning Group held 198 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $9.06K as of Q2 2026.
Cornerstone Planning Group bought 11 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $507.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #920 holding.
Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.