RWA Wealth Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

RWA Wealth Partners’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
2020 Q1	–	Sell	-69,001	Closed	-$3.57M	–	201
2019 Q4	$3.57M	Sell	69,001 -894	-1%	-$46K	0.35%	66
2019 Q3	$3.59M	Sell	69,895 -95	-0.1%	-$4.88K	0.38%	63
2019 Q2	$3.58M	Buy	+69,990	New	+$3.54M	0.38%	65

Other funds holding BBHY

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

NAS

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

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

WCM

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

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RWA Wealth Partners's BBHY Position: Q1 2020 in Review

RWA Wealth Partners sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2020, closing a stake of 69,001 shares — an estimated $3.57M sold.

RWA Wealth Partners first reported a position in BBHY in Q2 2019 and held it in 3 quarters. The position peaked at $3.59M in Q3 2019. 54 funds tracked by Wall St. Rank hold BBHY as of Q1 2020.

RWA Wealth Partners reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
RWA Wealth Partners sold 69,001 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2020, an estimated $3.57M.
RWA Wealth Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
RWA Wealth Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $3.59M in Q3 2019.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2020.

Based on RWA Wealth Partners's 13F filing for Q1 2020, filed 8 Apr 2020.