LGT Financial Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

LGT Financial Advisors’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	$11.5K	Buy	250 +8	+3%	+$368	0.06%	120
2026 Q1	$11.1K	Sell	242 -136	-36%	-$6.3K	0.06%	127
2025 Q4	$17.6K	Sell	378 -10	-3%	-$466	0.11%	106
2025 Q3	$18.3K	Sell	388 -224	-37%	-$10.4K	0.04%	192
2025 Q2	$28.5K	Sell	612 -297	-33%	-$13.6K	0.07%	137
2025 Q1	$41.9K	Buy	909 +241	+36%	+$11.2K	0.13%	112
2024 Q4	$30.8K	Sell	668 -332	-33%	-$15.5K	0.07%	222
2024 Q3	$47.4K	Buy	1,000 +384	+62%	+$17.9K	0.12%	126
2024 Q2	$28.2K	Buy	616 +52	+9%	+$2.37K	0.06%	235
2024 Q1	$26.1K	Buy	564 +264	+88%	+$12.1K	0.03%	314
2023 Q4	$13.8K	Sell	300 -312	-51%	-$13.8K	0.02%	425
2023 Q3	$26.9K	Buy	+612	New	+$27.2K	0.03%	286

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

LGT Financial Advisors's BBHY Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 3.3% in Q2 2026, buying an estimated $368 and bringing the position to 250 shares worth $11.5K. The position accounts for 0.06% of the portfolio, ranked #120.

LGT Financial Advisors first reported a position in BBHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $47.4K in Q3 2024. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

LGT Financial Advisors held 250 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $11.5K as of Q2 2026.
LGT Financial Advisors bought 8 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $368.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.06% of LGT Financial Advisors's portfolio in Q2 2026, its #120 holding.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
LGT Financial Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $47.4K in Q3 2024.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.