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

Independent Wealth Network’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	$606K	Buy	13,154 +233	+2%	+$10.7K	0.15%	165
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	0.23%	116

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

Independent Wealth Network's BBHY Position: Q2 2026 in Review

Independent Wealth Network increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 1.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 13,154 shares worth $606K. The position accounts for 0.15% of the portfolio, ranked #165.

Independent Wealth Network first reported a position in BBHY in Q3 2021 and has held it in 14 quarters since. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Independent Wealth Network held 13,154 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $606K as of Q2 2026.
Independent Wealth Network bought 233 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.7K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.15% of Independent Wealth Network's portfolio in Q2 2026, its #165 holding.
Independent Wealth Network first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2021 and has held it in 14 quarters since.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.