Dynamic Advisor Solutions
BBHY icon

Dynamic Advisor Solutions’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Dynamic Advisor Solutions’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 		$700K Sell
15,776
-793
-5% -$36.1K 0.02% 556
2026
Q2 		$764K Sell
16,569
-82
-0.5% -$3.78K 0.02% 551
2026
Q1 		$763K Buy
16,651
+5,016
+43% +$233K 0.02% 530
2025
Q4 		$541K Sell
11,635
-62
-0.5% -$2.89K 0.02% 614
2025
Q3 		$550K Buy
11,697
+15
+0.1% +$699 0.02% 603
2025
Q2 		$545K Buy
11,682
+2,519
+27% +$115K 0.02% 586
2025
Q1 		$422K Sell
9,163
-3,409
-27% -$158K 0.01% 624
2024
Q4 		$579K Buy
12,572
+16
+0.1% +$747 0.03% 399
2024
Q3 		$595K Sell
12,556
-12,352
-50% -$574K 0.02% 577
2024
Q2 		$1.14M Sell
24,908
-226,277
-90% -$10.3M 0.04% 429
2024
Q1 		$11.6M Buy
251,185
+18,291
+8% +$839K 0.39% 59
2023
Q4 		$10.6M Buy
232,894
+42,018
+22% +$1.86M 0.4% 58
2023
Q3 		$8.38M Buy
190,876
+69,935
+58% +$3.11M 0.4% 57
2023
Q2 		$5.4M Buy
120,941
+48,898
+68% +$2.17M 0.28% 100
2023
Q1 		$3.24M Buy
72,043
+45,027
+167% +$2.01M 0.19% 144
2022
Q4 		$1.18M Buy
27,016
+21,382
+380% +$937K 0.08% 251
2022
Q3 		$239K Buy
+5,634
New +$252K 0.02% 581

Other funds holding BBHY

WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Dynamic Advisor Solutions's BBHY Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 4.8% in Q3 2026, selling an estimated $36.1K and leaving 15,776 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #556.

Dynamic Advisor Solutions first reported a position in BBHY in Q3 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q1 2024. 18 funds tracked by Wall St. Rank hold BBHY as of Q3 2026.

  • Dynamic Advisor Solutions held 15,776 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $700K as of Q3 2026.
  • Dynamic Advisor Solutions sold 793 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $36.1K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #556 holding.
  • Dynamic Advisor Solutions first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $11.6M in Q1 2024.
  • 18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.