Matthew Hamilton Rosenberg’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$152K	Hold	3,416	–	–	0.03%	283
2026 Q2	$157K	Hold	3,416	–	–	0.03%	277
2026 Q1	$157K	Hold	3,416	–	–	0.03%	250
2025 Q4	$159K	Sell	3,416 -185	-5%	-$8.62K	0.03%	248
2025 Q3	$169K	Hold	3,601	–	–	0.04%	237
2025 Q2	$168K	Hold	3,601	–	–	0.04%	231
2025 Q1	$166K	Sell	3,601 -141	-4%	-$6.54K	0.04%	213
2024 Q4	$172K	Hold	3,742	–	–	0.04%	211
2024 Q3	$177K	Hold	3,742	–	–	0.05%	208
2024 Q2	$170K	Sell	3,742 -102	-3%	-$4.65K	0.05%	198
2024 Q1	$176K	Hold	3,844	–	–	0.05%	208
2023 Q4	$176K	Sell	3,844 -810	-17%	-$35.9K	0.05%	201
2023 Q3	$204K	Sell	4,654 -424	-8%	-$18.8K	0.07%	155
2023 Q2	$227K	Buy	5,078 +4,025	+382%	+$178K	0.08%	150
2023 Q1	$47.3K	Hold	1,053	–	–	0.02%	475
2022 Q4	$46.2K	Hold	1,053	–	–	0.02%	475
2022 Q3	$45K	Sell	1,053 -547	-34%	-$24.5K	0.02%	463
2022 Q2	$70K	Hold	1,600	–	–	0.03%	369
2022 Q1	$78K	Hold	1,600	–	–	0.03%	352
2021 Q4	$83K	Buy	1,600 +1,357	+558%	+$70.1K	0.03%	332
2021 Q3	$13K	Buy	+243	New	+$12.7K	0.01%	542

Other funds holding BBHY

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

NWM

Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Matthew Hamilton Rosenberg's BBHY Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q3 2026 at 3,416 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #283.

Matthew Hamilton Rosenberg first reported a position in BBHY in Q3 2021 and has held it in 21 quarters since. The position peaked at $227K in Q2 2023. 12 funds tracked by Wall St. Rank hold BBHY as of Q3 2026.

Matthew Hamilton Rosenberg held 3,416 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $152K as of Q3 2026.
Matthew Hamilton Rosenberg left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q3 2026.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #283 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2021 and has held it in 21 quarters since.
Matthew Hamilton Rosenberg's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $227K in Q2 2023.
12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.