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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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $9.02B AUM 20.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return