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Lane & Associates’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Lane & Associates’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 		– Sell
-9,392
Closed -$434K – 113
2024
Q1 		$434K Sell
9,392
-2,107
-18% -$96.7K 0.27% 66
2023
Q4 		$528K Sell
11,499
-4,290
-27% -$190K 0.38% 55
2023
Q3 		$693K Sell
15,789
-1,877
-11% -$83.4K 0.56% 41
2023
Q2 		$788K Sell
17,666
-3,115
-15% -$138K 0.63% 38
2023
Q1 		$934K Sell
20,781
-2,311
-10% -$103K 0.83% 32
2022
Q4 		$1.01M Buy
+23,092
New +$1.01M 0.96% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BlackRock
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lane & Associates's BBHY Position: Q2 2024 in Review

Lane & Associates sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2024, closing a stake of 9,392 shares — an estimated $434K sold.

Lane & Associates first reported a position in BBHY in Q4 2022 and held it in 6 quarters. The position peaked at $1.01M in Q4 2022. 103 funds tracked by Wall St. Rank hold BBHY as of Q2 2024.

  • Lane & Associates reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lane & Associates sold 9,392 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $434K.
  • Lane & Associates first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
  • Lane & Associates's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.01M in Q4 2022.
  • 103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Lane & Associates's 13F filing for Q2 2024, filed 7 Aug 2024.