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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return