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Sound Income Strategies’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Sound Income Strategies’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 		– Sell
-50
Closed -$2.28K – 655
2026
Q1 		$2.28K Hold
50
– – ﹤0.01% 2114
2025
Q4 		$2.34K Sell
50
-45
-47% -$2.1K ﹤0.01% 2089
2025
Q3 		$4.44K Sell
95
-3,499
-97% -$163K ﹤0.01% 1198
2025
Q2 		$168K Buy
3,594
+1
+0% +$46 0.01% 301
2025
Q1 		$165K Hold
3,593
– – 0.01% 313
2024
Q4 		$166K Buy
3,593
+1
+0% +$47 0.01% 276
2024
Q3 		$170K Buy
3,592
+3,501
+3,847% +$163K 0.01% 265
2024
Q2 		$4.17K Buy
91
+50
+122% +$2.28K ﹤0.01% 981
2024
Q1 		$1.89K Buy
+41
New +$1.88K ﹤0.01% 1073
2021
Q2 		– Sell
-16
Closed -$825 – 887
2021
Q1 		$825 Buy
+16
New +$828 ﹤0.01% 858
2020
Q1 		– Sell
-1,026
Closed -$53K – 756
2019
Q4 		$53K Hold
1,026
– – 0.01% 120
2019
Q3 		$53K Sell
1,026
-255
-20% -$13.1K 0.02% 107
2019
Q2 		$65K Sell
1,281
-847
-40% -$42.9K 0.02% 104
2019
Q1 		$107K Sell
2,128
-2,725
-56% -$135K 0.05% 79
2018
Q4 		$231K Sell
4,853
-1,793
-27% -$87.4K 0.12% 53
2018
Q3 		$331K Buy
+6,646
New +$331K 0.16% 49

Other funds holding BBHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
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
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Sound Income Strategies's BBHY Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2026, closing a stake of 50 shares — an estimated $2.28K sold.

Sound Income Strategies first reported a position in BBHY in Q3 2018 and held it in 16 quarters. The position peaked at $331K in Q3 2018. 66 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 50 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.28K.
  • Sound Income Strategies first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2018 and held it in 16 quarters.
  • Sound Income Strategies's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $331K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.