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Marion Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Marion Wealth Management’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
2022
Q3 		– Sell
-90,658
Closed -$3.95M – 102
2022
Q2 		$3.95M Buy
90,658
+5,478
+6% +$252K 2.07% 15
2022
Q1 		$4.17M Buy
85,180
+1,968
+2% +$97.8K 2.03% 13
2021
Q4 		$4.31M Buy
+83,212
New +$4.3M 2.04% 13

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marion Wealth Management's BBHY Position: Q3 2022 in Review

Marion Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2022, closing a stake of 90,658 shares — an estimated $3.95M sold.

Marion Wealth Management first reported a position in BBHY in Q4 2021 and held it in 3 quarters. The position peaked at $4.31M in Q4 2021. 69 funds tracked by Wall St. Rank hold BBHY as of Q3 2022.

  • Marion Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Marion Wealth Management sold 90,658 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $3.95M.
  • Marion Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Marion Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $4.31M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2022.

Based on Marion Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.