Oak Harbor Wealth Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Oak Harbor Wealth Partners’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 Q2	$15.9K	Buy	344 +1	+0.3%	+$46	0.01%	196
2026 Q1	$15.7K	Buy	343 +184	+116%	+$8.53K	﹤0.01%	251
2025 Q4	$7.39K	Buy	+159	New	+$7.41K	﹤0.01%	259

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $10.6B AUM 25.02% 1-Year Est. Return

Oak Harbor Wealth Partners's BBHY Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 0.29% in Q2 2026, buying an estimated $46 and bringing the position to 344 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #196.

Oak Harbor Wealth Partners first reported a position in BBHY in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Oak Harbor Wealth Partners held 344 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $15.9K as of Q2 2026.
Oak Harbor Wealth Partners bought 1 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share in Q2 2026, an estimated $46.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #196 holding.
Oak Harbor Wealth Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.