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

Investment Partners Asset Management’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	$2.22M	Buy	48,060 +1,336	+3%	+$61.5K	1.23%	21
2026 Q1	$2.14M	Buy	46,724 +668	+1%	+$31K	1.32%	17
2025 Q4	$2.14M	Buy	46,056 +556	+1%	+$25.9K	1.33%	17
2025 Q3	$2.14M	Sell	45,500 -698	-2%	-$32.5K	1.41%	16
2025 Q2	$2.15M	Sell	46,198 -28	-0.1%	-$1.28K	1.5%	15
2025 Q1	$2.13M	Sell	46,226 -533	-1%	-$24.7K	1.67%	12
2024 Q4	$2.15M	Buy	46,759 +107	+0.2%	+$5K	1.69%	10
2024 Q3	$2.21M	Hold	46,652	–	–	1.81%	10
2024 Q2	$2.13M	Hold	46,652	–	–	1.9%	9
2024 Q1	$2.15M	Sell	46,652 -1,867	-4%	-$85.6K	1.95%	9
2023 Q4	$2.23M	Buy	+48,519	New	+$2.15M	2.22%	8

Other funds holding BBHY

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

MWM

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Investment Partners Asset Management's BBHY Position: Q2 2026 in Review

Investment Partners Asset Management increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 2.9% in Q2 2026, buying an estimated $61.5K and bringing the position to 48,060 shares worth $2.22M. The position accounts for 1.23% of the portfolio, ranked #21.

Investment Partners Asset Management first reported a position in BBHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q4 2023. 66 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Investment Partners Asset Management held 48,060 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $2.22M as of Q2 2026.
Investment Partners Asset Management bought 1,336 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $61.5K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 1.23% of Investment Partners Asset Management's portfolio in Q2 2026, its #21 holding.
Investment Partners Asset Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.23M in Q4 2023.
66 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.