Spire Wealth Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Spire Wealth Management’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	$691	Buy	15 +2	+15%	+$92	﹤0.01%	2187
2026 Q1	$596	Buy	13 +2	+18%	+$93	﹤0.01%	2226
2025 Q4	$512	Buy	+11	New	+$512	﹤0.01%	2295
2024 Q3	–	Sell	-12	Closed	-$549	–	2169
2024 Q2	$549	Buy	+12	New	+$547	﹤0.01%	2187
2024 Q1	–	Sell	-20	Closed	-$917	–	2310
2023 Q4	$917	Sell	20 -17	-46%	-$754	﹤0.01%	2282
2023 Q3	$1.62K	Buy	+37	New	+$1.64K	﹤0.01%	2167

Other funds holding BBHY

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Nolet Wealth Management Fort Worth, Texas $181M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return