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FormulaFolio Investments’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-4,810
Closed -$250K – 491
2020
Q4 		$250K Sell
4,810
-293
-6% -$15K 0.01% 567
2020
Q3 		$255K Sell
5,103
-529
-9% -$26.6K 0.01% 270
2020
Q2 		$274K Sell
5,632
-3,557
-39% -$169K 0.01% 247
2020
Q1 		$407K Sell
9,189
-588,996
-98% -$29.1M 0.02% 191
2019
Q4 		$31M Buy
598,185
+6,592
+1% +$339K 1.1% 24
2019
Q3 		$30.4M Sell
591,593
-74,522
-11% -$3.82M 1.17% 18
2019
Q2 		$34.1M Sell
666,115
-184,300
-22% -$9.33M 1.43% 16
2019
Q1 		$42.8M Sell
850,415
-397,900
-32% -$19.7M 1.88% 14
2018
Q4 		$62.1M Hold
1,248,315
– – 2.73% 9
2018
Q3 		$62.1M Buy
1,248,315
+328,368
+36% +$16.4M 2.73% 9
2018
Q2 		$45.5M Buy
919,947
+40,129
+5% +$2M 2.18% 11
2018
Q1 		$44M Buy
879,818
+98,754
+13% +$5.01M 2.58% 10
2017
Q4 		$40M Buy
+781,064
New +$40.2M 2.63% 10

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

FormulaFolio Investments's BBHY Position: Q1 2021 in Review

FormulaFolio Investments sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2021, closing a stake of 4,810 shares — an estimated $250K sold.

FormulaFolio Investments first reported a position in BBHY in Q4 2017 and held it in 13 quarters. The position peaked at $62.1M in Q4 2018. 71 funds tracked by Wall St. Rank hold BBHY as of Q1 2021.

  • FormulaFolio Investments reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 4,810 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $250K.
  • FormulaFolio Investments first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2017 and held it in 13 quarters.
  • FormulaFolio Investments's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $62.1M in Q4 2018.
  • 71 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.