Lido Advisors
BBHY icon

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

Lido 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 		$773K Sell
16,870
-7,155
-30% -$332K ﹤0.01% 1084
2025
Q4 		$1.13M Hold
24,025
– – ﹤0.01% 957
2025
Q3 		$1.13M Buy
24,025
+1,144
+5% +$53.3K ﹤0.01% 904
2025
Q2 		$1.07M Sell
22,881
-15,171
-40% -$692K ﹤0.01% 812
2025
Q1 		$1.75M Buy
38,052
+4,122
+12% +$191K 0.01% 578
2024
Q4 		$1.57M Buy
33,930
+9,214
+37% +$430K 0.01% 596
2024
Q3 		$1.17M Buy
24,716
+717
+3% +$33.3K 0.01% 644
2024
Q2 		$1.1M Sell
23,999
-427
-2% -$19.5K 0.01% 629
2024
Q1 		$1.13M Buy
24,426
+8,011
+49% +$367K 0.01% 603
2023
Q4 		$758K Sell
16,415
-4,714
-22% -$209K 0.01% 715
2023
Q3 		$927K Sell
21,129
-2,109
-9% -$93.7K 0.01% 566
2023
Q2 		$1.04M Sell
23,238
-1,587
-6% -$70.3K 0.01% 524
2023
Q1 		$1.12M Buy
24,825
+534
+2% +$23.8K 0.01% 454
2022
Q4 		$1.06M Sell
24,291
-376
-2% -$16.5K 0.01% 398
2022
Q3 		$1.04M Buy
24,667
+511
+2% +$22.9K 0.01% 357
2022
Q2 		$1.05M Buy
24,156
+700
+3% +$32.2K 0.01% 337
2022
Q1 		$1.15M Buy
23,456
+672
+3% +$33.4K 0.01% 368
2021
Q4 		$1.18M Buy
22,784
+928
+4% +$47.9K 0.01% 386
2021
Q3 		$1.14M Buy
21,856
+1,743
+9% +$91K 0.02% 371
2021
Q2 		$1.05M Buy
20,113
+1,870
+10% +$97K 0.01% 374
2021
Q1 		$940K Buy
18,243
+340
+2% +$17.6K 0.02% 353
2020
Q4 		$932K Sell
17,903
-415
-2% -$21.2K 0.02% 327
2020
Q3 		$916K Sell
18,318
-145
-0.8% -$7.28K 0.02% 274
2020
Q2 		$897K Sell
18,463
-804
-4% -$38.2K 0.03% 256
2020
Q1 		$854K Buy
19,267
+1,420
+8% +$70.3K 0.04% 252
2019
Q4 		$928K Buy
+17,847
New +$917K 0.04% 276

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $377B 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 $5.72T AUM 30.48% 1-Year Est. Return

Lido Advisors's BBHY Position: Q1 2026 in Review

Lido Advisors reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 30% in Q1 2026, selling an estimated $332K and leaving 16,870 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Lido Advisors first reported a position in BBHY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.75M in Q1 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

  • Lido Advisors held 16,870 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $773K as of Q1 2026.
  • Lido Advisors sold 7,155 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $332K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1084 holding.
  • Lido Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Lido Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.75M in Q1 2025.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.