SageView Advisory Group’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

SageView Advisory Group’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	–	Sell	-38	Closed	-$1.77K	–	753
2025 Q4	$1.77K	Buy	+38	New	+$1.77K	﹤0.01%	2269

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 22.9% 1-Year Est. Return

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

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

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

SageView Advisory Group's BBHY Position: Q1 2026 in Review

SageView Advisory Group sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2026, closing a stake of 38 shares — an estimated $1.77K sold.

SageView Advisory Group first reported a position in BBHY in Q4 2025 and held it in 1 quarter. The position peaked at $1.77K in Q4 2025. 113 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

SageView Advisory Group reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 38 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.77K.
SageView Advisory Group first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.77K in Q4 2025.
113 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.