Independent Wealth Network’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$592K	Buy	+12,921	New	+$599K	0.18%	146
2024 Q3	–	Sell	-12,117	Closed	-$554K	–	224
2024 Q2	$554K	Sell	12,117 -40	-0.3%	-$1.82K	0.26%	105
2024 Q1	$562K	Buy	12,157 +89	+0.7%	+$4.08K	0.26%	102
2023 Q4	$554K	Buy	12,068 +2,930	+32%	+$130K	0.29%	91
2023 Q3	$401K	Buy	9,138 +207	+2%	+$9.2K	0.25%	107
2023 Q2	$398K	Buy	8,931 +1,797	+25%	+$79.6K	0.24%	112
2023 Q1	$321K	Sell	7,134 -413	-5%	-$18.4K	0.21%	126
2022 Q4	$331K	Sell	7,547 -47	-0.6%	-$2.06K	0.23%	113
2022 Q3	$322K	Buy	7,594 +733	+11%	+$32.9K	0.25%	114
2022 Q2	$299K	Sell	6,861 -416	-6%	-$19.1K	0.22%	123
2022 Q1	$356K	Buy	7,277 +88	+1%	+$4.37K	0.23%	122
2021 Q4	$372K	Buy	7,189 +262	+4%	+$13.5K	0.23%	117
2021 Q3	$359K	Buy	+6,927	New	+$361K	0.24%	116