Mutual Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Mutual Advisors’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
2020 Q1	–	Sell	-8,697	Closed	-$450K	–	572
2019 Q4	$450K	Buy	8,697 +216	+3%	+$11.1K	0.05%	364
2019 Q3	$435K	Buy	8,481 +1,758	+26%	+$90.2K	0.06%	333
2019 Q2	$344K	Buy	+6,723	New	+$340K	0.04%	415

Other funds holding BBHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Mutual Advisors's BBHY Position: Q1 2020 in Review

Mutual Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2020, closing a stake of 8,697 shares — an estimated $450K sold.

Mutual Advisors first reported a position in BBHY in Q2 2019 and held it in 3 quarters. The position peaked at $450K in Q4 2019. 54 funds tracked by Wall St. Rank hold BBHY as of Q1 2020.

Mutual Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Mutual Advisors sold 8,697 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2020, an estimated $450K.
Mutual Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Mutual Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $450K in Q4 2019.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2020.

Based on Mutual Advisors's 13F filing for Q1 2020, filed 13 May 2020.