Lockerman Financial Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Lockerman Financial Group’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	$278K	Sell	6,040 -58	-1%	-$2.67K	0.43%	70
2026 Q1	$279K	Sell	6,098 -1,891	-24%	-$87.7K	0.5%	68
2025 Q4	$371K	Sell	7,989 -50	-0.6%	-$2.33K	0.71%	44
2025 Q3	$378K	Buy	8,039 +146	+2%	+$6.81K	0.48%	58
2025 Q2	$368K	Sell	7,893 -8,625	-52%	-$394K	0.5%	66
2025 Q1	$761K	Buy	16,518 +1,448	+10%	+$67.2K	1.15%	19
2024 Q4	$694K	Sell	15,070 -1,634	-10%	-$76.3K	1.18%	24
2024 Q3	$791K	Buy	16,704 +570	+4%	+$26.5K	1.34%	18
2024 Q2	$738K	Buy	16,134 +5,718	+55%	+$261K	1.34%	17
2024 Q1	$481K	Sell	10,416 -5	-0%	-$229	0.92%	30
2023 Q4	$478K	Buy	10,421 +1,674	+19%	+$74.2K	1.11%	27
2023 Q3	$384K	Buy	+8,747	New	+$389K	1.03%	30

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

Lockerman Financial Group's BBHY Position: Q2 2026 in Review

Lockerman Financial Group reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 0.95% in Q2 2026, selling an estimated $2.67K and leaving 6,040 shares worth $278K. The position accounts for 0.43% of the portfolio, ranked #70.

Lockerman Financial Group first reported a position in BBHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $791K in Q3 2024. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Lockerman Financial Group held 6,040 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $278K as of Q2 2026.
Lockerman Financial Group sold 58 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.67K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.43% of Lockerman Financial Group's portfolio in Q2 2026, its #70 holding.
Lockerman Financial Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Lockerman Financial Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $791K 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 Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.