OWD
BBHY icon

Osborn Williams & Donohoe’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-130
Closed -$7K – 350
2019
Q1 		$7K Buy
+130
New +$6.44K ﹤0.01% 655

Other funds holding BBHY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Osborn Williams & Donohoe's BBHY Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2019, closing a stake of 130 shares — an estimated $7K sold.

Osborn Williams & Donohoe first reported a position in BBHY in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 36 funds tracked by Wall St. Rank hold BBHY as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 130 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2019, an estimated $7K.
  • Osborn Williams & Donohoe first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $7K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.