Graves Light Lenhart Wealth’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Graves Light Lenhart Wealth’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 Q2	–	Sell	-4,791	Closed	-$221K	–	183
2024 Q1	$221K	Sell	4,791 -8,575	-64%	-$393K	0.03%	168
2023 Q4	$614K	Sell	13,366 -4,869	-27%	-$216K	0.08%	97
2023 Q3	$789K	Sell	18,235 -30,363	-62%	-$1.35M	0.11%	88
2023 Q2	$2.17M	Buy	48,598 +3,551	+8%	+$157K	0.29%	64
2023 Q1	$2.02M	Buy	45,047 +9,762	+28%	+$435K	0.31%	61
2022 Q4	$1.55M	Buy	35,285 +16,816	+91%	+$737K	0.24%	72
2022 Q3	$783K	Buy	18,469 +10,048	+119%	+$450K	0.13%	89
2022 Q2	$367K	Buy	+8,421	New	+$387K	0.06%	125

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Graves Light Lenhart Wealth's BBHY Position: Q2 2024 in Review

Graves Light Lenhart Wealth sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2024, closing a stake of 4,791 shares — an estimated $221K sold.

Graves Light Lenhart Wealth first reported a position in BBHY in Q2 2022 and held it in 8 quarters. The position peaked at $2.17M in Q2 2023. 103 funds tracked by Wall St. Rank hold BBHY as of Q2 2024.

Graves Light Lenhart Wealth reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Graves Light Lenhart Wealth sold 4,791 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $221K.
Graves Light Lenhart Wealth first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Graves Light Lenhart Wealth's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.17M in Q2 2023.
103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.