Principia Wealth Advisory’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Principia Wealth Advisory’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
2025 Q1	–	Sell	-89	Closed	-$4.1K	–	859
2024 Q4	$4.1K	Buy	+89	New	+$4.16K	﹤0.01%	169

Other funds holding BBHY

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

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

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

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

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

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

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

Principia Wealth Advisory's BBHY Position: Q1 2025 in Review

Principia Wealth Advisory sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2025, closing a stake of 89 shares — an estimated $4.1K sold.

Principia Wealth Advisory first reported a position in BBHY in Q4 2024 and held it in 1 quarter. The position peaked at $4.1K in Q4 2024. 99 funds tracked by Wall St. Rank hold BBHY as of Q1 2025.

Principia Wealth Advisory reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Principia Wealth Advisory sold 89 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $4.1K.
Principia Wealth Advisory first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
Principia Wealth Advisory's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $4.1K in Q4 2024.
99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.