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Herold Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Herold 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
2021
Q4 		– Sell
-290
Closed -$15K – 237
2021
Q3 		$15K Buy
+290
New +$15.1K 0.01% 545

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Herold Advisors's BBHY Position: Q4 2021 in Review

Herold Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2021, closing a stake of 290 shares — an estimated $15K sold.

Herold Advisors first reported a position in BBHY in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 84 funds tracked by Wall St. Rank hold BBHY as of Q4 2021.

  • Herold Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 290 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2021, an estimated $15K.
  • Herold Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $15K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.