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Vision Retirement’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Vision Retirement’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 		$19.6K Hold
425
– – ﹤0.01% 348
2026
Q1 		$19.5K Sell
425
-31
-7% -$1.44K 0.01% 329
2025
Q4 		$21.2K Buy
+456
New +$21.2K 0.01% 318

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Janney Montgomery Scott
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
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

Vision Retirement's BBHY Position: Q2 2026 in Review

Vision Retirement held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q2 2026 at 425 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Vision Retirement first reported a position in BBHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.2K in Q4 2025. 103 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

  • Vision Retirement held 425 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $19.6K as of Q2 2026.
  • Vision Retirement left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #348 holding.
  • Vision Retirement first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $21.2K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.