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Foundations Investment Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Foundations Investment 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
2019
Q1 		– Sell
-10,546
Closed -$524K – 100
2018
Q4 		$524K Buy
+10,546
New +$514K 0.11% 60

Other funds holding BBHY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Foundations Investment Advisors's BBHY Position: Q1 2019 in Review

Foundations Investment Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2019, closing a stake of 10,546 shares — an estimated $524K sold.

Foundations Investment Advisors first reported a position in BBHY in Q4 2018 and held it in 1 quarter. The position peaked at $524K in Q4 2018. 32 funds tracked by Wall St. Rank hold BBHY as of Q1 2019.

  • Foundations Investment Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,546 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2019, an estimated $524K.
  • Foundations Investment Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Foundations Investment Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $524K in Q4 2018.
  • 32 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2019.

Based on Foundations Investment Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.