Pacific Financial Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Pacific Financial Group’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	-75,255	Closed	-$3.9M	–	52
2019 Q4	$3.9M	Sell	75,255 -32,743	-30%	-$1.68M	0.38%	38
2019 Q3	$5.52M	Buy	107,998 +42,440	+65%	+$2.18M	0.6%	32
2019 Q2	$3.3M	Hold	65,558	–	–	0.4%	34
2019 Q1	$3.3M	Sell	65,558 -138,071	-68%	-$6.84M	0.4%	34
2018 Q4	$9.7M	Buy	+203,629	New	+$9.93M	1.54%	20

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 $1.75B AUM 33.61% 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

Pacific Financial Group's BBHY Position: Q1 2020 in Review

Pacific Financial Group sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2020, closing a stake of 75,255 shares — an estimated $3.9M sold.

Pacific Financial Group first reported a position in BBHY in Q4 2018 and held it in 5 quarters. The position peaked at $9.7M in Q4 2018. 54 funds tracked by Wall St. Rank hold BBHY as of Q1 2020.

Pacific Financial Group reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Pacific Financial Group sold 75,255 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2020, an estimated $3.9M.
Pacific Financial Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
Pacific Financial Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $9.7M in Q4 2018.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.