Donoghue Forlines’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Donoghue Forlines’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
2023 Q1	–	Sell	-10,531	Closed	-$462K	–	221
2022 Q4	$462K	Sell	10,531 -1,070	-9%	-$46.9K	0.16%	164
2022 Q3	$492K	Buy	11,601 +1,069	+10%	+$47.9K	0.18%	102
2022 Q2	$459K	Sell	10,532 -587	-5%	-$27K	0.12%	234
2022 Q1	$544K	Buy	+11,119	New	+$552K	0.12%	247

Other funds holding BBHY

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

Jane Street New York $777B AUM 61.18% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WCM

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Donoghue Forlines's BBHY Position: Q1 2023 in Review

Donoghue Forlines sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2023, closing a stake of 10,531 shares — an estimated $462K sold.

Donoghue Forlines first reported a position in BBHY in Q1 2022 and held it in 4 quarters. The position peaked at $544K in Q1 2022. 72 funds tracked by Wall St. Rank hold BBHY as of Q1 2023.

Donoghue Forlines reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Donoghue Forlines sold 10,531 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $462K.
Donoghue Forlines first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
Donoghue Forlines's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $544K in Q1 2022.
72 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Donoghue Forlines's 13F filing for Q1 2023, filed 8 May 2023.