Integrated Wealth Concepts’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Integrated Wealth Concepts’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	$1.23M	Buy	26,774 +6,268	+31%	+$289K	0.01%	1081
2026 Q1	$940K	Buy	20,506 +3,134	+18%	+$145K	0.01%	1153
2025 Q4	$808K	Sell	17,372 -1,062	-6%	-$49.5K	0.01%	871
2025 Q3	$866K	Buy	18,434 +639	+4%	+$29.8K	0.01%	1059
2025 Q2	$830K	Sell	17,795 -3,365	-16%	-$154K	0.01%	1024
2025 Q1	$974K	Sell	21,160 -438	-2%	-$20.3K	0.01%	842
2024 Q4	$995K	Sell	21,598 -2,177	-9%	-$102K	0.01%	808
2024 Q3	$1.13M	Sell	23,775 -5,132	-18%	-$239K	0.01%	748
2024 Q2	$1.32M	Buy	28,907 +16,469	+132%	+$751K	0.02%	638
2024 Q1	$574K	Sell	12,438 -319	-3%	-$14.6K	0.01%	990
2023 Q4	$586K	Buy	12,757 +2,523	+25%	+$112K	0.01%	933
2023 Q3	$449K	Buy	10,234 +5,308	+108%	+$236K	0.01%	1023
2023 Q2	$220K	Buy	+4,926	New	+$218K	﹤0.01%	1383

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

Integrated Wealth Concepts's BBHY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 31% in Q2 2026, buying an estimated $289K and bringing the position to 26,774 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1081.

Integrated Wealth Concepts first reported a position in BBHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2024. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Integrated Wealth Concepts held 26,774 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $1.23M as of Q2 2026.
Integrated Wealth Concepts bought 6,268 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $289K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1081 holding.
Integrated Wealth Concepts first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.32M in Q2 2024.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.