Principal Securities’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Principal Securities’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 Q1	$2.25M	Buy	49,045 +20,525	+72%	+$952K	0.03%	451
2025 Q4	$1.33M	Buy	28,520 +4,747	+20%	+$221K	0.02%	613
2025 Q3	$1.12M	Buy	23,773 +14,016	+144%	+$653K	0.02%	631
2025 Q2	$455K	Buy	9,757 +9,249	+1,821%	+$422K	0.01%	900
2025 Q1	$23.4K	Hold	508	–	–	﹤0.01%	2118
2024 Q4	$23.4K	Hold	508	–	–	﹤0.01%	2113
2024 Q3	$24.1K	Hold	508	–	–	﹤0.01%	2030
2024 Q2	$23.2K	Hold	508	–	–	﹤0.01%	1994
2024 Q1	$23.5K	Hold	508	–	–	﹤0.01%	1927
2023 Q4	$23.3K	Buy	+508	New	+$22.5K	﹤0.01%	1848

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $9.02B AUM 20.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Securities's BBHY Position: Q1 2026 in Review

Principal Securities increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 72% in Q1 2026, buying an estimated $952K and bringing the position to 49,045 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #451.

Principal Securities first reported a position in BBHY in Q4 2023 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Principal Securities held 49,045 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $2.25M as of Q1 2026.
Principal Securities bought 20,525 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $952K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #451 holding.
Principal Securities first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.