Richardson Financial Services’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Richardson Financial Services’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 Q2	$41.2K	Sell	893 -16	-2%	-$737	0.02%	339
2026 Q1	$41.7K	Sell	909 -651	-42%	-$30.2K	0.03%	321
2025 Q4	$72.5K	Buy	1,560 +111	+8%	+$5.17K	0.02%	259
2025 Q3	$68.1K	Buy	1,449 +110	+8%	+$5.13K	0.04%	252
2025 Q2	$62.1K	Sell	1,339 -802	-37%	-$36.6K	0.04%	237
2025 Q1	$98.6K	Buy	2,141 +67	+3%	+$3.11K	0.08%	187
2024 Q4	$96.2K	Sell	2,074 -1,440	-41%	-$67.3K	0.07%	195
2024 Q3	$161K	Hold	3,514	–	–	0.1%	168
2024 Q2	$161K	Buy	3,514 +740	+27%	+$33.8K	0.12%	159
2024 Q1	$128K	Buy	2,774 +30	+1%	+$1.38K	0.09%	179
2023 Q4	$126K	Buy	+2,744	New	+$122K	0.11%	158

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $10.6B AUM 25.02% 1-Year Est. Return

Richardson Financial Services's BBHY Position: Q2 2026 in Review

Richardson Financial Services reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 1.8% in Q2 2026, selling an estimated $737 and leaving 893 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #339.

Richardson Financial Services first reported a position in BBHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $161K in Q3 2024. 110 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Richardson Financial Services held 893 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $41.2K as of Q2 2026.
Richardson Financial Services sold 16 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $737.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #339 holding.
Richardson Financial Services first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $161K in Q3 2024.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.