Sigma Planning Corp’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Sigma Planning Corp’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	$1.17M	Buy	25,319 +1,027	+4%	+$47.3K	0.03%	543
2026 Q1	$1.11M	Buy	24,292 +382	+2%	+$17.7K	0.03%	534
2025 Q4	$1.11M	Buy	23,910 +1,538	+7%	+$71.6K	0.03%	497
2025 Q3	$1.05M	Buy	22,372 +3,922	+21%	+$183K	0.03%	509
2025 Q2	$860K	Buy	18,450 +1,316	+8%	+$60K	0.03%	551
2025 Q1	$789K	Buy	17,134 +4,445	+35%	+$206K	0.03%	566
2024 Q4	$585K	Buy	12,689 +4,181	+49%	+$195K	0.02%	677
2024 Q3	$403K	Buy	+8,508	New	+$396K	0.01%	820

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

Sigma Planning Corp's BBHY Position: Q2 2026 in Review

Sigma Planning Corp increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 4.2% in Q2 2026, buying an estimated $47.3K and bringing the position to 25,319 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #543.

Sigma Planning Corp first reported a position in BBHY in Q3 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Sigma Planning Corp held 25,319 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $1.17M as of Q2 2026.
Sigma Planning Corp bought 1,027 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $47.3K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #543 holding.
Sigma Planning Corp first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.