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Lake Street Private Wealth’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Lake Street Private Wealth’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
Q4 		– Sell
-4,450
Closed -$211K – 249
2024
Q3 		$211K Buy
+4,450
New +$207K 0.03% 246

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lake Street Private Wealth's BBHY Position: Q4 2024 in Review

Lake Street Private Wealth sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2024, closing a stake of 4,450 shares — an estimated $211K sold.

Lake Street Private Wealth first reported a position in BBHY in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 105 funds tracked by Wall St. Rank hold BBHY as of Q4 2024.

  • Lake Street Private Wealth reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 4,450 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2024, an estimated $211K.
  • Lake Street Private Wealth first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Lake Street Private Wealth's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $211K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.