Halbert Hargrove Global Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Halbert Hargrove Global 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
2026 Q2	$93	Hold	2	–	–	﹤0.01%	712
2026 Q1	$92	Sell	2 -2	-50%	-$93	﹤0.01%	363
2025 Q4	$186	Hold	4	–	–	﹤0.01%	353
2025 Q3	$188	Buy	4 +1	+33%	+$47	﹤0.01%	717
2025 Q2	$140	Sell	3 -1	-25%	-$46	﹤0.01%	304
2025 Q1	$185	Hold	4	–	–	﹤0.01%	595
2024 Q4	$185	Buy	+4	New	+$187	﹤0.01%	294

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's BBHY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q2 2026 at 2 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Halbert Hargrove Global Advisors first reported a position in BBHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $188 in Q3 2025. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Halbert Hargrove Global Advisors held 2 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $93 as of Q2 2026.
Halbert Hargrove Global Advisors left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #712 holding.
Halbert Hargrove Global Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $188 in Q3 2025.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.