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Family Legacy Financial Solutions’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Family Legacy Financial 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
2025
Q4 		– Sell
-32
Closed -$1.5K – 63
2025
Q3 		$1.5K Hold
32
– – ﹤0.01% 229
2025
Q2 		$1.49K Buy
+32
New +$1.46K ﹤0.01% 214

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Family Legacy Financial Solutions's BBHY Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2025, closing a stake of 32 shares — an estimated $1.5K sold.

Family Legacy Financial Solutions first reported a position in BBHY in Q2 2025 and held it in 2 quarters. The position peaked at $1.5K in Q3 2025. 109 funds tracked by Wall St. Rank hold BBHY as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 32 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.5K.
  • Family Legacy Financial Solutions first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.5K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.