Financial Management Professionals’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Financial Management Professionals’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
2024 Q3	–	Sell	-193	Closed	-$9K	–	929
2024 Q2	$9K	Hold	193	–	–	﹤0.01%	494
2024 Q1	$9K	Sell	193 -1	-0.5%	-$46	﹤0.01%	548
2023 Q4	$9K	Hold	194	–	–	﹤0.01%	546
2023 Q3	$9K	Sell	194 -1,908	-91%	-$84.8K	﹤0.01%	495
2023 Q2	$94K	Sell	2,102 -2,098	-50%	-$93K	0.02%	193
2023 Q1	$189K	Buy	+4,200	New	+$187K	0.04%	137

Other funds holding BBHY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 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

Financial Management Professionals's BBHY Position: Q3 2024 in Review

Financial Management Professionals sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2024, closing a stake of 193 shares — an estimated $9K sold.

Financial Management Professionals first reported a position in BBHY in Q1 2023 and held it in 6 quarters. The position peaked at $189K in Q1 2023. 99 funds tracked by Wall St. Rank hold BBHY as of Q3 2024.

Financial Management Professionals reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Financial Management Professionals sold 193 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $9K.
Financial Management Professionals first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
Financial Management Professionals's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $189K in Q1 2023.
99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.