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Nicolet Advisory Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Nicolet Advisory Services’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
2025
Q1 		– Sell
-4,558
Closed -$210K – 387
2024
Q4 		$210K Sell
4,558
-65
-1% -$3.04K 0.02% 360
2024
Q3 		$217K Sell
4,623
-1,674
-27% -$77.8K 0.02% 345
2024
Q2 		$289K Sell
6,297
-1,779
-22% -$81.2K 0.03% 284
2024
Q1 		$370K Sell
8,076
-3,258
-29% -$149K 0.04% 229
2023
Q4 		$516K Sell
11,334
-110,375
-91% -$4.89M 0.06% 159
2023
Q3 		$5.26M Sell
121,709
-5,905
-5% -$262K 0.58% 31
2023
Q2 		$5.6M Sell
127,614
-1,440
-1% -$63.8K 0.62% 30
2023
Q1 		$5.73M Sell
129,054
-3,241
-2% -$145K 0.66% 27
2022
Q4 		$6M Sell
132,295
-7,529
-5% -$330K 0.79% 19
2022
Q3 		$5.91M Sell
139,824
-5,675
-4% -$254K 0.96% 17
2022
Q2 		$6.43M Sell
145,499
-5,426
-4% -$250K 0.96% 17
2022
Q1 		$7.17M Sell
150,925
-11,364
-7% -$565K 0.94% 18
2021
Q4 		$8.4M Buy
162,289
+244
+0.2% +$12.6K 1.03% 14
2021
Q3 		$8.44M Sell
162,045
-2,372
-1% -$124K 1.07% 17
2021
Q2 		$8.6M Sell
164,417
-1,363
-0.8% -$70.7K 1.12% 17
2021
Q1 		$8.55M Buy
165,780
+13,231
+9% +$685K 1.2% 16
2020
Q4 		$7.92M Sell
152,549
-1,614
-1% -$82.4K 1.11% 17
2020
Q3 		$7.71M Sell
154,163
-5,887
-4% -$296K 1.2% 16
2020
Q2 		$7.78M Sell
160,050
-19,509
-11% -$928K 1.19% 16
2020
Q1 		$7.96M Sell
179,559
-113,799
-39% -$5.63M 1.4% 16
2019
Q4 		$15.2M Sell
293,358
-135,275
-32% -$6.95M 2.39% 12
2019
Q3 		$22M Sell
428,633
-54,878
-11% -$2.82M 3.34% 9
2019
Q2 		$24.7M Buy
483,511
+47,455
+11% +$2.4M 3.77% 8
2019
Q1 		$22M Buy
+436,056
New +$21.6M 3.73% 7

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nicolet Advisory Services's BBHY Position: Q1 2025 in Review

Nicolet Advisory Services sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2025, closing a stake of 4,558 shares — an estimated $210K sold.

Nicolet Advisory Services first reported a position in BBHY in Q1 2019 and held it in 24 quarters. The position peaked at $24.7M in Q2 2019. 99 funds tracked by Wall St. Rank hold BBHY as of Q1 2025.

  • Nicolet Advisory Services reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 4,558 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $210K.
  • Nicolet Advisory Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2019 and held it in 24 quarters.
  • Nicolet Advisory Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $24.7M in Q2 2019.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Nicolet Advisory Services's 13F filing for Q1 2025, filed 8 May 2025.