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

Menard 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 Q1	$1.9M	Buy	41,462 +552	+1%	+$25.6K	1.33%	19
2025 Q4	$1.9M	Sell	40,910 -1,430	-3%	-$66.6K	1.31%	17
2025 Q3	$1.99M	Sell	42,340 -170	-0.4%	-$7.92K	1.34%	20
2025 Q2	$1.98M	Sell	42,510 -1,482	-3%	-$67.6K	1.18%	19
2025 Q1	$2M	Sell	43,992 -138	-0.3%	-$6.4K	1.31%	16
2024 Q4	$2.03M	Sell	44,130 -180	-0.4%	-$8.41K	1.22%	13
2024 Q3	$2.1M	Sell	44,310 -960	-2%	-$44.6K	1.38%	14
2024 Q2	$2.07M	Buy	45,270 +3,187	+8%	+$145K	1.48%	12
2024 Q1	$1.94M	Buy	+42,083	New	+$1.93M	1.64%	10

Other funds holding BBHY

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

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $9.02B AUM 20.58% 1-Year Est. Return

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

Menard Financial Group's BBHY Position: Q1 2026 in Review

Menard Financial Group increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 1.3% in Q1 2026, buying an estimated $25.6K and bringing the position to 41,462 shares worth $1.9M. The position accounts for 1.33% of the portfolio, ranked #19.

Menard Financial Group first reported a position in BBHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.1M in Q3 2024. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Menard Financial Group held 41,462 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $1.9M as of Q1 2026.
Menard Financial Group bought 552 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $25.6K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 1.33% of Menard Financial Group's portfolio in Q1 2026, its #19 holding.
Menard Financial Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Menard Financial Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $2.1M in Q3 2024.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.