Farther Finance Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Farther Finance Advisors’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	$966K	Buy	21,772 +5,614	+35%	+$256K	0.01%	1161
2026 Q2	$745K	Buy	16,158 +10,792	+201%	+$497K	0.01%	1279
2026 Q1	$245K	Sell	5,366 -673	-11%	-$31.2K	﹤0.01%	1879
2025 Q4	$281K	Buy	6,039 +716	+13%	+$33.4K	﹤0.01%	1683
2025 Q3	$250K	Sell	5,323 -1,978	-27%	-$92.2K	﹤0.01%	1482
2025 Q2	$341K	Sell	7,301 -4,125	-36%	-$188K	0.01%	1114
2025 Q1	$523K	Buy	11,426 +3,399	+42%	+$158K	0.01%	768
2024 Q4	$370K	Sell	8,027 -2,339	-23%	-$109K	0.01%	712
2024 Q3	$491K	Buy	10,366 +4,880	+89%	+$227K	0.02%	595
2024 Q2	$249K	Buy	5,486 +449	+9%	+$20.5K	0.01%	749
2024 Q1	$230K	Buy	5,037 +583	+13%	+$26.7K	0.01%	643
2023 Q4	$205K	Buy	4,454 +1,646	+59%	+$73K	0.01%	549
2023 Q3	$123K	Buy	+2,808	New	+$125K	0.02%	495

Other funds holding BBHY

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

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

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors's BBHY Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 35% in Q3 2026, buying an estimated $256K and bringing the position to 21,772 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #1161.

Farther Finance Advisors first reported a position in BBHY in Q3 2023 and has held it in 13 quarters since. 12 funds tracked by Wall St. Rank hold BBHY as of Q3 2026.

Farther Finance Advisors held 21,772 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $966K as of Q3 2026.
Farther Finance Advisors bought 5,614 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2026, an estimated $256K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1161 holding.
Farther Finance Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.