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

Mission 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
2026 Q1	$4.39M	Sell	95,748 -1,338	-1%	-$62K	0.09%	120
2025 Q4	$4.51M	Buy	97,086 +701	+0.7%	+$32.7K	0.09%	124
2025 Q3	$4.53M	Buy	96,385 +2,181	+2%	+$102K	0.09%	128
2025 Q2	$4.39M	Buy	94,204 +6,382	+7%	+$291K	0.09%	132
2025 Q1	$4.04M	Buy	87,822 +5,293	+6%	+$246K	0.1%	119
2024 Q4	$3.8M	Buy	82,529 +1,294	+2%	+$60.4K	0.09%	116
2024 Q3	$3.85M	Buy	81,235 +11,268	+16%	+$524K	0.09%	118
2024 Q2	$3.2M	Sell	69,967 -10,949	-14%	-$499K	0.08%	132
2024 Q1	$3.74M	Buy	80,916 +11,623	+17%	+$533K	0.1%	121
2023 Q4	$3.18M	Buy	69,293 +5,000	+8%	+$222K	0.1%	107
2023 Q3	$2.82M	Buy	64,293 +1,228	+2%	+$54.5K	0.11%	103
2023 Q2	$2.81M	Sell	63,065 -10,820	-15%	-$480K	0.11%	99
2023 Q1	$3.32M	Buy	73,885 +1,736	+2%	+$77.4K	0.14%	83
2022 Q4	$3.16M	Sell	72,149 -13,229	-15%	-$580K	0.15%	85
2022 Q3	$3.62M	Sell	85,378 -11,484	-12%	-$515K	0.19%	70
2022 Q2	$4.22M	Buy	96,862 +12,422	+15%	+$571K	0.22%	60
2022 Q1	$4.13M	Sell	84,440 -40,539	-32%	-$2.01M	0.19%	68
2021 Q4	$6.47M	Sell	124,979 -23,145	-16%	-$1.2M	0.29%	50
2021 Q3	$7.71M	Sell	148,124 -9,834	-6%	-$513K	0.39%	42
2021 Q2	$8.26M	Sell	157,958 -17,060	-10%	-$885K	0.44%	38
2021 Q1	$9.02M	Sell	175,018 -59,175	-25%	-$3.06M	0.52%	32
2020 Q4	$12.2M	Buy	234,193 +13,952	+6%	+$712K	0.76%	24
2020 Q3	$11M	Buy	220,241 +56,386	+34%	+$2.83M	0.82%	25
2020 Q2	$7.96M	Buy	163,855 +22,613	+16%	+$1.08M	0.69%	27
2020 Q1	$6.26M	Buy	141,242 +22,091	+19%	+$1.09M	0.69%	28
2019 Q4	$6.17M	Buy	119,151 +114,114	+2,266%	+$5.87M	0.59%	28
2019 Q3	$259K	Buy	+5,037	New	+$258K	0.03%	259

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

Mission Wealth Management's BBHY Position: Q1 2026 in Review

Mission Wealth Management reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 1.4% in Q1 2026, selling an estimated $62K and leaving 95,748 shares worth $4.39M. The position accounts for 0.09% of the portfolio, ranked #120.

Mission Wealth Management first reported a position in BBHY in Q3 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q4 2020. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Mission Wealth Management held 95,748 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $4.39M as of Q1 2026.
Mission Wealth Management sold 1,338 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $62K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.09% of Mission Wealth Management's portfolio in Q1 2026, its #120 holding.
Mission Wealth Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2019 and has held it in 27 quarters since.
Mission Wealth Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $12.2M in Q4 2020.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.