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

Mascoma 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
2024 Q2	–	Sell	-104	Closed	-$4.8K	–	493
2024 Q1	$4.8K	Hold	104	–	–	﹤0.01%	384
2023 Q4	$4.78K	Hold	104	–	–	﹤0.01%	391
2023 Q3	$4.56K	Hold	104	–	–	﹤0.01%	402
2023 Q2	$4.64K	Hold	104	–	–	﹤0.01%	397
2023 Q1	$4.65K	Hold	104	–	–	﹤0.01%	488
2022 Q4	$4.56K	Hold	104	–	–	﹤0.01%	499
2022 Q3	$4K	Hold	104	–	–	﹤0.01%	494
2022 Q2	$5K	Sell	104 -137	-57%	-$6.3K	﹤0.01%	489
2022 Q1	$12K	Hold	241	–	–	﹤0.01%	413
2021 Q4	$12K	Hold	241	–	–	﹤0.01%	379
2021 Q3	$13K	Buy	+241	New	+$12.6K	0.01%	322
2021 Q2	–	Sell	-241	Closed	-$12K	–	132
2021 Q1	$12K	Buy	+241	New	+$12.5K	0.01%	331

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mascoma Wealth Management's BBHY Position: Q2 2024 in Review

Mascoma Wealth Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2024, closing a stake of 104 shares — an estimated $4.8K sold.

Mascoma Wealth Management first reported a position in BBHY in Q1 2021 and held it in 12 quarters. The position peaked at $13K in Q3 2021. 103 funds tracked by Wall St. Rank hold BBHY as of Q2 2024.

Mascoma Wealth Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Mascoma Wealth Management sold 104 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2024, an estimated $4.8K.
Mascoma Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2021 and held it in 12 quarters.
Mascoma Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $13K in Q3 2021.
103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2024.

Based on Mascoma Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.