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 Q2	$1.66M	Sell	36,093 -5,369	-13%	-$247K	0.91%	27
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 $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $10.6B AUM 25.02% 1-Year Est. Return

Menard Financial Group's BBHY Position: Q2 2026 in Review

Menard Financial Group reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 13% in Q2 2026, selling an estimated $247K and leaving 36,093 shares worth $1.66M. The position accounts for 0.91% of the portfolio, ranked #27.

Menard Financial Group first reported a position in BBHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.1M in Q3 2024. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Menard Financial Group held 36,093 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $1.66M as of Q2 2026.
Menard Financial Group sold 5,369 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $247K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.91% of Menard Financial Group's portfolio in Q2 2026, its #27 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 10 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 Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.