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

WCG 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
2026 Q2	$6.14M	Buy	133,282 +12,057	+10%	+$555K	0.15%	144
2026 Q1	$5.56M	Sell	121,225 -4,888	-4%	-$227K	0.16%	145
2025 Q4	$5.86M	Buy	+126,113	New	+$5.88M	0.16%	134
2025 Q3	–	Sell	-24,105	Closed	-$1.12M	–	333
2025 Q2	$1.12M	Sell	24,105 -1,004	-4%	-$45.8K	0.07%	217
2025 Q1	$1.16M	Buy	25,109 +5,681	+29%	+$264K	0.09%	187
2024 Q4	$895K	Sell	19,428 -338	-2%	-$15.8K	0.06%	213
2024 Q3	$936K	Buy	19,766 +4,006	+25%	+$186K	0.06%	229
2024 Q2	$721K	Buy	15,760 +4,911	+45%	+$224K	0.05%	221
2024 Q1	$501K	Hold	10,849	–	–	0.04%	220
2023 Q4	$498K	Buy	+10,849	New	+$481K	0.04%	248

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 22.9% 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

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

WCG Wealth Advisors's BBHY Position: Q2 2026 in Review

WCG Wealth Advisors increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 9.9% in Q2 2026, buying an estimated $555K and bringing the position to 133,282 shares worth $6.14M. The position accounts for 0.15% of the portfolio, ranked #144.

WCG Wealth Advisors first reported a position in BBHY in Q4 2023 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold BBHY as of Q2 2026.

WCG Wealth Advisors held 133,282 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $6.14M as of Q2 2026.
WCG Wealth Advisors bought 12,057 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2026, an estimated $555K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.15% of WCG Wealth Advisors's portfolio in Q2 2026, its #144 holding.
WCG Wealth Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
111 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.