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

Nicolet Bankshares’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
2019
Q4 		– Sell
-13,777
Closed -$707K – 182
2019
Q3 		$707K Buy
+13,777
New +$707K 0.28% 75

Other funds holding BBHY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Nicolet Bankshares's BBHY Position: Q4 2019 in Review

Nicolet Bankshares sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2019, closing a stake of 13,777 shares — an estimated $707K sold.

Nicolet Bankshares first reported a position in BBHY in Q3 2019 and held it in 1 quarter. The position peaked at $707K in Q3 2019. 44 funds tracked by Wall St. Rank hold BBHY as of Q4 2019.

  • Nicolet Bankshares reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Nicolet Bankshares sold 13,777 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2019, an estimated $707K.
  • Nicolet Bankshares first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Nicolet Bankshares's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $707K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2019.

Based on Nicolet Bankshares's 13F filing for Q4 2019, filed 24 Jan 2020.