Pinnacle Wealth Planning Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.84M | Buy |
126,774
+7,996
| +7% | +$368K | 0.56% | 29 |
|
|
2026
Q1 | $5.44M | Buy |
118,778
+370
| +0.3% | +$17.2K | 0.56% | 26 |
|
|
2025
Q4 | $5.51M | Buy |
118,408
+5,704
| +5% | +$266K | 0.57% | 26 |
|
|
2025
Q3 | $5.3M | Buy |
112,704
+9,343
| +9% | +$436K | 0.62% | 26 |
|
|
2025
Q2 | $4.82M | Buy |
103,361
+5,801
| +6% | +$265K | 0.63% | 25 |
|
|
2025
Q1 | $4.49M | Buy |
97,560
+4,265
| +5% | +$198K | 0.68% | 22 |
|
|
2024
Q4 | $4.3M | Buy |
93,295
+5,904
| +7% | +$276K | 0.65% | 25 |
|
|
2024
Q3 | $4.14M | Sell |
87,391
-999
| -1% | -$46.4K | 0.56% | 25 |
|
|
2024
Q2 | $4.04M | Buy |
88,390
+4,123
| +5% | +$188K | 0.58% | 23 |
|
|
2024
Q1 | $3.89M | Buy |
84,267
+5,577
| +7% | +$256K | 0.57% | 25 |
|
|
2023
Q4 | $3.61M | Sell |
78,690
-1,844
| -2% | -$81.7K | 0.57% | 24 |
|
|
2023
Q3 | $3.53M | Buy |
80,534
+2,459
| +3% | +$109K | 0.58% | 24 |
|
|
2023
Q2 | $3.48M | Sell |
78,075
-9,062
| -10% | -$402K | 0.56% | 27 |
|
|
2023
Q1 | $3.92M | Sell |
87,137
-6,332
| -7% | -$282K | 0.65% | 18 |
|
|
2022
Q4 | $4.1M | Buy |
93,469
+36,476
| +64% | +$1.6M | 0.73% | 20 |
|
|
2022
Q3 | $2.42M | Buy |
56,993
+2,796
| +5% | +$125K | 0.45% | 37 |
|
|
2022
Q2 | $2.36M | Buy |
54,197
+2,603
| +5% | +$120K | 0.42% | 40 |
|
|
2022
Q1 | $2.52M | Buy |
51,594
+2,754
| +6% | +$137K | 0.46% | 39 |
|
|
2021
Q4 | $2.53M | Buy |
48,840
+3,566
| +8% | +$184K | 0.49% | 38 |
|
|
2021
Q3 | $2.36M | Buy |
45,274
+2,994
| +7% | +$156K | 0.52% | 38 |
|
|
2021
Q2 | $2.21M | Buy |
42,280
+1,872
| +5% | +$97.1K | 0.51% | 39 |
|
|
2021
Q1 | $2.08M | Sell |
40,408
-10,510
| -21% | -$544K | 0.53% | 39 |
|
|
2020
Q4 | $2.2M | Buy |
50,918
+335
| +0.7% | +$17.1K | 0.52% | 28 |
|
|
2020
Q3 | $2.11M | Sell |
50,583
-28,611
| -36% | -$1.44M | 0.7% | 25 |
|
|
2020
Q2 | $3.46M | Buy |
79,194
+18,048
| +30% | +$859K | 1.12% | 21 |
|
|
2020
Q1 | $2.71M | Buy |
61,146
+3,034
| +5% | +$150K | 1.29% | 18 |
|
|
2019
Q4 | $3.01M | Buy |
58,112
+3,903
| +7% | +$201K | 1.41% | 12 |
|
|
2019
Q3 | $2.78M | Buy |
54,209
+4,487
| +9% | +$230K | 1.51% | 12 |
|
|
2019
Q2 | $2.54M | Buy |
49,722
+2,619
| +6% | +$133K | 1.53% | 11 |
|
|
2019
Q1 | $2.37M | Sell |
47,103
-28,559
| -38% | -$1.42M | 1.59% | 11 |
|
|
2018
Q4 | $3.6M | Buy |
75,662
+29,959
| +66% | +$1.46M | 2.31% | 8 |
|
|
2018
Q3 | $2.27M | Buy |
45,703
+13,062
| +40% | +$651K | 2.08% | 6 |
|
|
2018
Q2 | $1.62M | Buy |
32,641
+1,449
| +5% | +$72.4K | 1.57% | 8 |
|
|
2018
Q1 | $1.56M | Buy |
31,192
+26,528
| +569% | +$1.35M | 1.6% | 8 |
|
|
2017
Q4 | $239K | Buy |
+4,664
| New | +$240K | 0.49% | 46 |
|
Other funds holding BBHY
BWM
OPAM
VAS
Pinnacle Wealth Planning Services's BBHY Position: Q2 2026 in Review
Pinnacle Wealth Planning Services increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 6.7% in Q2 2026, buying an estimated $368K and bringing the position to 126,774 shares worth $5.84M. The position accounts for 0.56% of the portfolio, ranked #29.
Pinnacle Wealth Planning Services first reported a position in BBHY in Q4 2017 and has held it in 35 quarters since. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.
- Pinnacle Wealth Planning Services held 126,774 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $5.84M as of Q2 2026.
- Pinnacle Wealth Planning Services bought 7,996 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $368K.
- JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.56% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #29 holding.
- Pinnacle Wealth Planning Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
- 109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.