ICA Group Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

ICA Group Wealth Management’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	-817	Closed	-$37.7K	–	825
2024 Q1	$37.7K	Hold	817	–	–	0.01%	620
2023 Q4	$37.5K	Buy	+817	New	+$36.2K	0.01%	580

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

ICA Group Wealth Management's BBHY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2024, closing a stake of 817 shares — an estimated $37.7K sold.

ICA Group Wealth Management first reported a position in BBHY in Q4 2023 and held it in 2 quarters. The position peaked at $37.7K in Q1 2024. 103 funds tracked by Wall St. Rank hold BBHY as of Q2 2024.

ICA Group Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 817 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $37.7K.
ICA Group Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
ICA Group Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $37.7K in Q1 2024.
103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.