TWA
BBHY icon

TCI Wealth Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

TCI Wealth 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
2019
Q2 		– Sell
-865
Closed -$44K – 1418
2019
Q1 		$44K Buy
+865
New +$42.9K 0.02% 361

Other funds holding BBHY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

TCI Wealth Advisors's BBHY Position: Q2 2019 in Review

TCI Wealth Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2019, closing a stake of 865 shares — an estimated $44K sold.

TCI Wealth Advisors first reported a position in BBHY in Q1 2019 and held it in 1 quarter. The position peaked at $44K in Q1 2019. 36 funds tracked by Wall St. Rank hold BBHY as of Q2 2019.

  • TCI Wealth Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 865 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2019, an estimated $44K.
  • TCI Wealth Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • TCI Wealth Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $44K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2019.

Based on TCI Wealth Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.