GI
BBHY icon

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

Gradient 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
2024
Q1 		– Sell
-1,253
Closed -$57.5K – 1292
2023
Q4 		$57.5K Hold
1,253
– – ﹤0.01% 516
2023
Q3 		$55K Sell
1,253
-180
-13% -$8K ﹤0.01% 487
2023
Q2 		$63.9K Hold
1,433
– – ﹤0.01% 463
2023
Q1 		$64.4K Sell
1,433
-396,738
-100% -$17.7M ﹤0.01% 449
2022
Q4 		$17.5M Buy
398,171
+102,074
+34% +$4.47M 0.55% 44
2022
Q3 		$12.6M Buy
296,097
+295,752
+85,725% +$13.3M 0.38% 75
2022
Q2 		$15K Sell
345
-214,913
-100% -$9.89M ﹤0.01% 696
2022
Q1 		$10.5M Sell
215,258
-24,529
-10% -$1.22M 0.27% 105
2021
Q4 		$12.4M Sell
239,787
-533,370
-69% -$27.5M 0.31% 99
2021
Q3 		$40.3M Buy
773,157
+100,159
+15% +$5.23M 1.13% 16
2021
Q2 		$35.2M Buy
672,998
+9,241
+1% +$479K 1.03% 20
2021
Q1 		$34.2M Buy
663,757
+350,141
+112% +$18.1M 1.11% 15
2020
Q4 		$15.7M Sell
313,616
-2,462
-0.8% -$126K 0.67% 32
2020
Q3 		$15.8M Buy
316,078
+60,876
+24% +$3.06M 0.66% 32
2020
Q2 		$12.4M Buy
255,202
+116,852
+84% +$5.56M 0.57% 43
2020
Q1 		$6.13M Buy
138,350
+52,564
+61% +$2.6M 0.33% 82
2019
Q4 		$4.44M Buy
85,786
+3,091
+4% +$159K 0.2% 98
2019
Q3 		$4.25M Buy
82,695
+11,426
+16% +$586K 0.21% 102
2019
Q2 		$3.64M Buy
71,269
+11,785
+20% +$596K 0.19% 99
2019
Q1 		$3M Buy
59,484
+7,774
+15% +$385K 0.19% 94
2018
Q4 		$2.46M Sell
51,710
-1,263
-2% -$61.6K 0.15% 91
2018
Q3 		$2.63M Buy
52,973
+1,313
+3% +$65.5K 0.14% 99
2018
Q2 		$2.56M Sell
51,660
-338
-0.7% -$16.9K 0.14% 97
2018
Q1 		$2.6M Buy
51,998
+48,717
+1,485% +$2.47M 0.14% 95
2017
Q4 		$168K Buy
+3,281
New +$169K 0.01% 249

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
BlackRock
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments's BBHY Position: Q1 2024 in Review

Gradient Investments sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2024, closing a stake of 1,253 shares — an estimated $57.5K sold.

Gradient Investments first reported a position in BBHY in Q4 2017 and held it in 25 quarters. The position peaked at $40.3M in Q3 2021. 103 funds tracked by Wall St. Rank hold BBHY as of Q1 2024.

  • Gradient Investments reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1,253 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2024, an estimated $57.5K.
  • Gradient Investments first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2017 and held it in 25 quarters.
  • Gradient Investments's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $40.3M in Q3 2021.
  • 103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.