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IA
IFP Advisors’s
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
Stock Holding History
IFP Advisors’s Portfolio
BBHY Stock Details
BBHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$292K
Sell
6,382
-634
-9%
-$29.4K
0.01%
1211
2025
Q4
$326K
Buy
7,016
+1,523
+28%
+$71K
0.01%
1122
2025
Q3
$258K
Buy
5,493
+815
+17%
+$38K
0.01%
1171
2025
Q2
$218K
Buy
4,678
+743
+19%
+$33.9K
0.01%
1235
2025
Q1
$181K
Sell
3,935
-64
-2%
-$2.97K
0.01%
1221
2024
Q4
$184K
Buy
3,999
+240
+6%
+$11.2K
0.01%
1155
2024
Q3
$178K
Buy
3,759
+1,078
+40%
+$50.1K
0.01%
1143
2024
Q2
$123K
Buy
2,681
+284
+12%
+$13K
﹤0.01%
1278
2024
Q1
$111K
Buy
2,397
+446
+23%
+$20.5K
﹤0.01%
1251
2023
Q4
$89.6K
Buy
+1,951
New
+$86.5K
﹤0.01%
1295
2023
Q1
–
Sell
-32
Closed
-$2K
–
3437
2022
Q4
$2K
Sell
32
-56
-64%
-$2.46K
﹤0.01%
4115
2022
Q3
$6K
Hold
88
–
–
﹤0.01%
3911
2022
Q2
$6K
Hold
88
–
–
﹤0.01%
3657
2022
Q1
$6K
Buy
+88
New
+$4.37K
﹤0.01%
3657
Other funds holding BBHY
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
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
$9.02B AUM
20.58%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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