PWA
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Peterson Wealth Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Peterson Wealth Advisors’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
2022
Q2 		– Sell
-107,615
Closed -$5.26M – 57
2022
Q1 		$5.26M Sell
107,615
-823
-0.8% -$40.9K 1.56% 11
2021
Q4 		$5.61M Buy
108,438
+4,666
+4% +$241K 1.62% 13
2021
Q3 		$5.4M Sell
103,772
-4,185
-4% -$218K 1.79% 12
2021
Q2 		$5.65M Buy
107,957
+12,036
+13% +$624K 2% 11
2021
Q1 		$4.95M Sell
95,921
-478
-0.5% -$24.7K 2.01% 12
2020
Q4 		$5M Buy
96,399
+8,081
+9% +$412K 2.2% 10
2020
Q3 		$4.42M Buy
88,318
+10,752
+14% +$540K 2.26% 11
2020
Q2 		$3.77M Buy
77,566
+317
+0.4% +$15.1K 2.01% 13
2020
Q1 		$3.42M Buy
77,249
+15,002
+24% +$742K 2.22% 12
2019
Q4 		$3.22M Buy
62,247
+4,934
+9% +$254K 1.84% 12
2019
Q3 		$2.94M Buy
57,313
+1,460
+3% +$74.9K 1.8% 12
2019
Q2 		$2.85M Buy
55,853
+2,608
+5% +$132K 1.81% 12
2019
Q1 		$2.71M Sell
53,245
-24,054
-31% -$1.19M 1.81% 12
2018
Q4 		$3.68M Buy
77,299
+5,310
+7% +$259K 2.92% 10
2018
Q3 		$3.58M Buy
71,989
+11,631
+19% +$580K 2.61% 10
2018
Q2 		$2.99M Buy
60,358
+8,757
+17% +$438K 2.42% 10
2018
Q1 		$2.58M Buy
51,601
+32,259
+167% +$1.64M 2.13% 12
2017
Q4 		$992K Buy
+19,342
New +$996K 0.9% 20

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Peterson Wealth Advisors's BBHY Position: Q2 2022 in Review

Peterson Wealth Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2022, closing a stake of 107,615 shares — an estimated $5.26M sold.

Peterson Wealth Advisors first reported a position in BBHY in Q4 2017 and held it in 18 quarters. The position peaked at $5.65M in Q2 2021. 74 funds tracked by Wall St. Rank hold BBHY as of Q2 2022.

  • Peterson Wealth Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Peterson Wealth Advisors sold 107,615 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2022, an estimated $5.26M.
  • Peterson Wealth Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2017 and held it in 18 quarters.
  • Peterson Wealth Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $5.65M in Q2 2021.
  • 74 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2022.

Based on Peterson Wealth Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.