Daymark Wealth Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Daymark Wealth Partners’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 Q3	–	Sell	-4,912	Closed	-$226K	–	891
2026 Q2	$226K	Buy	+4,912	New	+$226K	0.01%	727
2025 Q2	–	Sell	-216,185	Closed	-$10M	–	561
2025 Q1	$10M	Buy	216,185 +1,188	+0.6%	+$55.1K	0.43%	52
2024 Q4	$9.9M	Sell	214,997 -29,238	-12%	-$1.37M	0.42%	49
2024 Q3	$11.6M	Buy	244,235 +16,659	+7%	+$774K	0.49%	48
2024 Q2	$10.4M	Buy	227,576 +66,903	+42%	+$3.05M	0.48%	46
2024 Q1	$7.42M	Buy	160,673 +28,842	+22%	+$1.32M	0.4%	59
2023 Q4	$6.05M	Buy	131,831 +38,399	+41%	+$1.7M	0.37%	63
2023 Q3	$4.1M	Buy	+93,432	New	+$4.15M	0.28%	81

Other funds holding BBHY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Daymark Wealth Partners's BBHY Position: Q3 2026 in Review

Daymark Wealth Partners sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2026, closing a stake of 4,912 shares — an estimated $226K sold.

Daymark Wealth Partners first reported a position in BBHY in Q3 2023 and held it in 8 quarters. The position peaked at $11.6M in Q3 2024. 104 funds tracked by Wall St. Rank hold BBHY as of Q3 2026.

Daymark Wealth Partners reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Daymark Wealth Partners sold 4,912 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $226K.
Daymark Wealth Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2023 and held it in 8 quarters.
Daymark Wealth Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $11.6M in Q3 2024.
104 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.