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GoalVest Advisory’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-28
Closed -$1.23K – 378
2023
Q3 		$1.23K Buy
+28
New +$1.24K ﹤0.01% 439

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GoalVest Advisory's BBHY Position: Q4 2023 in Review

GoalVest Advisory sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2023, closing a stake of 28 shares — an estimated $1.23K sold.

GoalVest Advisory first reported a position in BBHY in Q3 2023 and held it in 1 quarter. The position peaked at $1.23K in Q3 2023. 100 funds tracked by Wall St. Rank hold BBHY as of Q4 2023.

  • GoalVest Advisory reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 28 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2023, an estimated $1.23K.
  • GoalVest Advisory first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.23K in Q3 2023.
  • 100 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.