RMR Wealth Builders’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

RMR Wealth Builders’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
2022 Q3	–	Sell	-29,101	Closed	-$1.27M	–	198
2022 Q2	$1.27M	Sell	29,101 -30,070	-51%	-$1.38M	0.32%	43
2022 Q1	$2.89M	Buy	59,171 +666	+1%	+$33.1K	0.62%	30
2021 Q4	$3.04M	Buy	+58,505	New	+$3.02M	0.87%	22

Other funds holding BBHY

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RMR Wealth Builders's BBHY Position: Q3 2022 in Review

RMR Wealth Builders sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2022, closing a stake of 29,101 shares — an estimated $1.27M sold.

RMR Wealth Builders first reported a position in BBHY in Q4 2021 and held it in 3 quarters. The position peaked at $3.04M in Q4 2021. 69 funds tracked by Wall St. Rank hold BBHY as of Q3 2022.

RMR Wealth Builders reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
RMR Wealth Builders sold 29,101 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2022, an estimated $1.27M.
RMR Wealth Builders first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
RMR Wealth Builders's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $3.04M in Q4 2021.
69 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.