Vawter Financial’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Vawter Financial’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	$6.26M	Buy	135,858 +14,926	+12%	+$687K	2.36%	13
2026 Q1	$5.54M	Buy	120,932 +8,597	+8%	+$399K	2.33%	13
2025 Q4	$5.22M	Buy	112,335 +9,788	+10%	+$456K	2.21%	13
2025 Q3	$4.82M	Buy	102,547 +96,830	+1,694%	+$4.51M	2.19%	16
2025 Q2	$267K	Sell	5,717 -72,253	-93%	-$3.3M	3.01%	17
2025 Q1	$3.59M	Buy	77,970 +24,637	+46%	+$1.14M	2.01%	17
2024 Q4	$2.46M	Buy	53,333 +3,708	+7%	+$173K	1.48%	20
2024 Q3	$2.35M	Buy	49,625 +10,310	+26%	+$479K	1.44%	20
2024 Q2	$1.8M	Buy	39,315 +4,926	+14%	+$225K	1.23%	22
2024 Q1	$1.59M	Buy	34,389 +4,734	+16%	+$217K	1.15%	21
2023 Q4	$1.36M	Buy	29,655 +7,399	+33%	+$328K	1.07%	21
2023 Q3	$977K	Buy	22,256 +5,349	+32%	+$238K	0.88%	22
2023 Q2	$754K	Buy	16,907 +4,238	+33%	+$188K	0.65%	30
2023 Q1	$569K	Buy	12,669 +32	+0.3%	+$1.43K	0.58%	29
2022 Q4	$554K	Buy	+12,637	New	+$554K	0.65%	25

Other funds holding BBHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Vawter Financial's BBHY Position: Q2 2026 in Review

Vawter Financial increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 12% in Q2 2026, buying an estimated $687K and bringing the position to 135,858 shares worth $6.26M. The position accounts for 2.36% of the portfolio, ranked #13.

Vawter Financial first reported a position in BBHY in Q4 2022 and has held it in 15 quarters since. 109 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

Vawter Financial held 135,858 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $6.26M as of Q2 2026.
Vawter Financial bought 14,926 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $687K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 2.36% of Vawter Financial's portfolio in Q2 2026, its #13 holding.
Vawter Financial first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
109 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.