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Synergy Asset Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-2
Closed -$95 – 186
2024
Q4 		$95 Buy
+2
New +$93 ﹤0.01% 842

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Janney Montgomery Scott
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VAS
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GVAG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Synergy Asset Management's BBHY Position: Q1 2025 in Review

Synergy Asset Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2025, closing a stake of 2 shares — an estimated $95 sold.

Synergy Asset Management first reported a position in BBHY in Q4 2024 and held it in 1 quarter. The position peaked at $95 in Q4 2024. 99 funds tracked by Wall St. Rank hold BBHY as of Q1 2025.

  • Synergy Asset Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $95.
  • Synergy Asset Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $95 in Q4 2024.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.