Janiczek Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Janiczek Wealth 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
2024 Q2	$3.75K	Hold	82	–	–	﹤0.01%	774
2024 Q1	$3.79K	Hold	82	–	–	﹤0.01%	790
2023 Q4	$3.77K	Hold	82	–	–	﹤0.01%	781
2023 Q3	$3.6K	Hold	82	–	–	﹤0.01%	761
2023 Q2	$3.66K	Hold	82	–	–	﹤0.01%	696
2023 Q1	$3.66K	Hold	82	–	–	﹤0.01%	704
2022 Q4	$3.74K	Hold	82	–	–	﹤0.01%	701
2022 Q3	$3K	Hold	82	–	–	﹤0.01%	706
2022 Q2	$4K	Hold	82	–	–	﹤0.01%	683
2022 Q1	$4K	Sell	82 -916	-92%	-$45.5K	﹤0.01%	685
2021 Q4	$52K	Hold	998	–	–	0.02%	305
2021 Q3	$52K	Hold	998	–	–	0.02%	274
2021 Q2	$52K	Hold	998	–	–	0.02%	240
2021 Q1	$51K	Buy	+998	New	+$51.7K	0.02%	222

Other funds holding BBHY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Janiczek Wealth Management's BBHY Position: Q2 2024 in Review

Janiczek Wealth Management held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q2 2024 at 82 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Janiczek Wealth Management first reported a position in BBHY in Q1 2021 and has held it in 14 quarters since. The position peaked at $52K in Q4 2021. 103 funds tracked by Wall St. Rank hold BBHY as of Q2 2024.

Janiczek Wealth Management held 82 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $3.75K as of Q2 2024.
Janiczek Wealth Management left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q2 2024.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #774 holding.
Janiczek Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $52K in Q4 2021.
103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.