WIM
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WealthPlan Investment Management’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

WealthPlan Investment Management’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
-15,612
Closed -$696K – 395
2022
Q3 		$696K Buy
+15,612
New +$700K 0.05% 198
2022
Q1 		$725K Buy
+15,613
New +$776K 0.05% 205

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
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
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

WealthPlan Investment Management's BBHY Position: Q4 2022 in Review

WealthPlan Investment Management sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2022, closing a stake of 15,612 shares — an estimated $696K sold.

WealthPlan Investment Management first reported a position in BBHY in Q1 2022 and held it in 2 quarters. The position peaked at $725K in Q1 2022. 75 funds tracked by Wall St. Rank hold BBHY as of Q4 2022.

  • WealthPlan Investment Management reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • WealthPlan Investment Management sold 15,612 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2022, an estimated $696K.
  • WealthPlan Investment Management first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $725K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2022.

Based on WealthPlan Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.