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 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 $1.56T 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

Richardson Financial Services's BBHY Position: Q1 2026 in Review

Richardson Financial Services reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 42% in Q1 2026, selling an estimated $30.2K and leaving 909 shares worth $41.7K. The position accounts for 0.03% of the portfolio, ranked #321.

Richardson Financial Services first reported a position in BBHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $161K in Q3 2024. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

Richardson Financial Services held 909 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $41.7K as of Q1 2026.
Richardson Financial Services sold 651 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $30.2K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.03% of Richardson Financial Services's portfolio in Q1 2026, its #321 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 10 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 Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.