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

Visionary 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
2025
Q2 		– Sell
-21,403
Closed -$986K – 571
2025
Q1 		$986K Sell
21,403
-10,236
-32% -$475K 0.06% 259
2024
Q4 		$1.46M Buy
+31,639
New +$1.48M 0.09% 206
2024
Q1 		– Sell
-4,367
Closed -$201K – 484
2023
Q4 		$201K Sell
4,367
-6,050
-58% -$268K 0.01% 459
2023
Q3 		$457K Sell
10,417
-10,086
-49% -$448K 0.04% 314
2023
Q2 		$915K Sell
20,503
-40,263
-66% -$1.78M 0.07% 218
2023
Q1 		$2.73M Sell
60,766
-25,104
-29% -$1.12M 0.23% 103
2022
Q4 		$3.77M Buy
85,870
+369
+0.4% +$16.2K 0.35% 80
2022
Q3 		$3.62M Sell
85,501
-5,417
-6% -$243K 0.38% 71
2022
Q2 		$3.96M Sell
90,918
-37,358
-29% -$1.72M 0.36% 79
2022
Q1 		$6.27M Buy
128,276
+6,737
+6% +$335K 0.5% 49
2021
Q4 		$6.29M Buy
121,539
+7,626
+7% +$394K 0.52% 46
2021
Q3 		$5.93M Buy
113,913
+14,746
+15% +$769K 0.61% 41
2021
Q2 		$5.19M Buy
99,167
+34,093
+52% +$1.77M 0.52% 46
2021
Q1 		$3.35M Buy
65,074
+31,436
+93% +$1.63M 0.35% 81
2020
Q4 		$1.75M Buy
33,638
+7,217
+27% +$368K 0.2% 106
2020
Q3 		$1.32M Buy
+26,421
New +$1.33M 0.19% 108

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Visionary Wealth Advisors's BBHY Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2025, closing a stake of 21,403 shares — an estimated $986K sold.

Visionary Wealth Advisors first reported a position in BBHY in Q3 2020 and held it in 16 quarters. The position peaked at $6.29M in Q4 2021. 97 funds tracked by Wall St. Rank hold BBHY as of Q2 2025.

  • Visionary Wealth Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 21,403 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2025, an estimated $986K.
  • Visionary Wealth Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2020 and held it in 16 quarters.
  • Visionary Wealth Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $6.29M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.