Indie Asset Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Indie Asset Partners’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
2022 Q2	–	Sell	-4,300	Closed	-$210K	–	112
2022 Q1	$210K	Buy	4,300 +75	+2%	+$3.73K	0.16%	120
2021 Q4	$219K	Sell	4,225 -75	-2%	-$3.87K	0.16%	119
2021 Q3	$224K	Hold	4,300	–	–	0.18%	108
2021 Q2	$225K	Hold	4,300	–	–	0.18%	111
2021 Q1	$222K	Buy	+4,300	New	+$223K	0.25%	104

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Indie Asset Partners's BBHY Position: Q2 2022 in Review

Indie Asset Partners sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2022, closing a stake of 4,300 shares — an estimated $210K sold.

Indie Asset Partners first reported a position in BBHY in Q1 2021 and held it in 5 quarters. The position peaked at $225K in Q2 2021. 74 funds tracked by Wall St. Rank hold BBHY as of Q2 2022.

Indie Asset Partners reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Indie Asset Partners sold 4,300 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $210K.
Indie Asset Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Indie Asset Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $225K in Q2 2021.
74 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Indie Asset Partners's 13F filing for Q2 2022, filed 12 Aug 2022.