GM
BBHY icon

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

GeoWealth Management’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
Q1 		– Sell
-2,975
Closed -$138K – 858
2025
Q4 		$138K Sell
2,975
-86
-3% -$4.01K 0.01% 702
2025
Q3 		$144K Buy
+3,061
New +$143K 0.01% 714
2025
Q2 		– Sell
-7,666
Closed -$353K – 1212
2025
Q1 		$353K Sell
7,666
-662
-8% -$30.7K 0.01% 504
2024
Q4 		$384K Sell
8,328
-2,913
-26% -$136K 0.01% 544
2024
Q3 		$532K Sell
11,241
-402
-3% -$18.7K 0.02% 460
2024
Q2 		$533K Buy
11,643
+3,172
+37% +$145K 0.02% 414
2024
Q1 		$391K Sell
8,471
-2,996
-26% -$137K 0.02% 499
2023
Q4 		$528K Buy
11,467
+2,411
+27% +$107K 0.04% 322
2023
Q3 		$398K Buy
+9,056
New +$402K 0.05% 217
2023
Q2 		– Sell
-17,946
Closed -$807K – 441
2023
Q1 		$807K Sell
17,946
-4,081
-19% -$182K 0.09% 106
2022
Q4 		$965K Buy
22,027
+706
+3% +$30.9K 0.1% 119
2022
Q3 		$905K Buy
21,321
+401
+2% +$18K 0.1% 123
2022
Q2 		$913K Sell
20,920
-5,934
-22% -$273K 0.12% 112
2022
Q1 		$1.31M Buy
26,854
+1,447
+6% +$71.9K 0.12% 126
2021
Q4 		$1.31M Sell
25,407
-10,162
-29% -$525K 0.11% 131
2021
Q3 		$1.85M Sell
35,569
-9,824
-22% -$513K 0.15% 120
2021
Q2 		$2.37M Buy
+45,393
New +$2.35M 0.3% 72
2021
Q1 		– Sell
-40,965
Closed -$2.13M – 206
2020
Q4 		$2.13M Sell
40,965
-234
-0.6% -$11.9K 0.34% 81
2020
Q3 		$2.06M Buy
41,199
+16,078
+64% +$807K 0.62% 55
2020
Q2 		$1.22M Sell
25,121
-4,313
-15% -$205K 0.5% 61
2020
Q1 		$1.3M Buy
29,434
+18,714
+175% +$926K 0.92% 35
2019
Q4 		$555K Sell
10,720
-74,156
-87% -$3.81M 0.3% 55
2019
Q3 		$4.36M Buy
84,876
+80,457
+1,821% +$4.13M 0.98% 22
2019
Q2 		$226K Buy
+4,419
New +$224K 0.59% 38

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

GeoWealth Management's BBHY Position: Q1 2026 in Review

GeoWealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2026, closing a stake of 2,975 shares — an estimated $138K sold.

GeoWealth Management first reported a position in BBHY in Q2 2019 and held it in 24 quarters. The position peaked at $4.36M in Q3 2019. 112 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

  • GeoWealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,975 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $138K.
  • GeoWealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2019 and held it in 24 quarters.
  • GeoWealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $4.36M in Q3 2019.
  • 112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.