MN Wealth Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Sell |
25,480
-30,409
| -54% | -$1.42M | 0.69% | 33 |
|
2025
Q1 | $2.57M | Sell |
55,889
-2,180
| -4% | -$100K | 1.51% | 18 |
|
2024
Q4 | $2.68M | Sell |
58,069
-10,595
| -15% | -$488K | 1.51% | 16 |
|
2024
Q3 | $3.25M | Buy |
68,664
+1,059
| +2% | +$50.2K | 1.85% | 16 |
|
2024
Q2 | $3.09M | Buy |
67,605
+22,621
| +50% | +$1.03M | 1.79% | 13 |
|
2024
Q1 | $2.08M | Buy |
44,984
+3,622
| +9% | +$167K | 1.29% | 19 |
|
2023
Q4 | $1.9M | Buy |
+41,362
| New | +$1.9M | 1.31% | 16 |
|