Strategic Investment Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Strategic Investment Advisors’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
2021 Q1	–	Sell	-4,805	Closed	-$249K	–	195
2020 Q4	$249K	Sell	4,805 -3,431	-42%	-$175K	0.07%	181
2020 Q3	$412K	Sell	8,236 -4,808	-37%	-$241K	0.14%	103
2020 Q2	$634K	Sell	13,044 -1,928	-13%	-$91.7K	0.24%	75
2020 Q1	$663K	Buy	+14,972	New	+$741K	0.3%	65

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

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

Strategic Investment Advisors's BBHY Position: Q1 2021 in Review

Strategic Investment Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2021, closing a stake of 4,805 shares — an estimated $249K sold.

Strategic Investment Advisors first reported a position in BBHY in Q1 2020 and held it in 4 quarters. The position peaked at $663K in Q1 2020. 71 funds tracked by Wall St. Rank hold BBHY as of Q1 2021.

Strategic Investment Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Strategic Investment Advisors sold 4,805 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2021, an estimated $249K.
Strategic Investment Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2020 and held it in 4 quarters.
Strategic Investment Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $663K in Q1 2020.
71 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2021.

Based on Strategic Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.