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 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 $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $9.02B AUM 20.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCG Wealth Advisors's BBHY Position: Q1 2026 in Review

WCG Wealth Advisors reduced its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 3.9% in Q1 2026, selling an estimated $227K and leaving 121,225 shares worth $5.56M. The position accounts for 0.16% of the portfolio, ranked #145.

WCG Wealth Advisors first reported a position in BBHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.86M in Q4 2025. 110 funds tracked by Wall St. Rank hold BBHY as of Q1 2026.

WCG Wealth Advisors held 121,225 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $5.56M as of Q1 2026.
WCG Wealth Advisors sold 4,888 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $227K.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.16% of WCG Wealth Advisors's portfolio in Q1 2026, its #145 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 9 quarters since.
WCG Wealth Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $5.86M in Q4 2025.
110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.