Wealth Management Solutions’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Wealth Management Solutions’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
2022 Q4	–	Sell	-4,951	Closed	-$210K	–	90
2022 Q3	$210K	Sell	4,951 -4,939	-50%	-$221K	0.12%	77
2022 Q2	$431K	Sell	9,890 -13,121	-57%	-$604K	0.24%	46
2022 Q1	$1.13M	Sell	23,011 -2,323	-9%	-$115K	0.58%	30
2021 Q4	$1.31M	Buy	+25,334	New	+$1.31M	0.67%	27

Other funds holding BBHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Wealth Management Solutions's BBHY Position: Q4 2022 in Review

Wealth Management Solutions sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2022, closing a stake of 4,951 shares — an estimated $210K sold.

Wealth Management Solutions first reported a position in BBHY in Q4 2021 and held it in 4 quarters. The position peaked at $1.31M in Q4 2021. 75 funds tracked by Wall St. Rank hold BBHY as of Q4 2022.

Wealth Management Solutions reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Wealth Management Solutions sold 4,951 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2022, an estimated $210K.
Wealth Management Solutions first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Wealth Management Solutions's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.31M in Q4 2021.
75 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2022.

Based on Wealth Management Solutions's 13F filing for Q4 2022, filed 9 Feb 2023.