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

Creative Planning’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 Q1	–	Sell	-4,549	Closed	-$210K	–	3491
2024 Q4	$210K	Sell	4,549 -2,531	-36%	-$118K	﹤0.01%	2942
2024 Q3	$335K	Sell	7,080 -4,290	-38%	-$199K	﹤0.01%	2435
2024 Q2	$520K	Sell	11,370 -2,250	-17%	-$103K	﹤0.01%	1909
2024 Q1	$629K	Sell	13,620 -5,488	-29%	-$252K	﹤0.01%	1691
2023 Q4	$877K	Buy	+19,108	New	+$847K	﹤0.01%	1303

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's BBHY Position: Q1 2025 in Review

Creative Planning sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2025, closing a stake of 4,549 shares — an estimated $210K sold.

Creative Planning first reported a position in BBHY in Q4 2023 and held it in 5 quarters. The position peaked at $877K in Q4 2023. 99 funds tracked by Wall St. Rank hold BBHY as of Q1 2025.

Creative Planning reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 4,549 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $210K.
Creative Planning first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Creative Planning's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $877K in Q4 2023.
99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.