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

Midwestern Financial’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	$508K	Buy	11,015 +156	+1%	+$7.18K	0.36%	39
2026 Q1	$498K	Buy	10,859 +153	+1%	+$7.09K	0.39%	40
2025 Q4	$498K	Buy	10,706 +151	+1%	+$7.03K	0.41%	41
2025 Q3	$496K	Buy	10,555 +141	+1%	+$6.57K	0.43%	42
2025 Q2	$486K	Buy	+10,414	New	+$475K	0.46%	41

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

Midwestern Financial's BBHY Position: Q2 2026 in Review

Midwestern Financial increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 1.4% in Q2 2026, buying an estimated $7.18K and bringing the position to 11,015 shares worth $508K. The position accounts for 0.36% of the portfolio, ranked #39.

Midwestern Financial first reported a position in BBHY in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Midwestern Financial held 11,015 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $508K as of Q2 2026.
Midwestern Financial bought 156 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.18K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.36% of Midwestern Financial's portfolio in Q2 2026, its #39 holding.
Midwestern Financial first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.