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WealthPLAN Partners’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-13
Closed -$580 – 376
2023
Q2 		$580 Hold
13
– – ﹤0.01% 1172
2023
Q1 		$584 Buy
+13
New +$580 ﹤0.01% 1239
2022
Q1 		$725K Buy
15,613
+183
+1% +$9.09K 0.05% 205
2021
Q4 		$776K Buy
15,430
+211
+1% +$10.9K 0.05% 203
2021
Q3 		$786K Buy
15,219
+33
+0.2% +$1.72K 0.05% 196
2021
Q2 		$788K Buy
15,186
+256
+2% +$13.3K 0.06% 178
2021
Q1 		$772K Sell
14,930
-1,118
-7% -$57.9K 0.06% 172
2020
Q4 		$836K Buy
16,048
+8
+0% +$408 0.07% 152
2020
Q3 		$816K Sell
16,040
-1,966
-11% -$98.7K 0.08% 138
2020
Q2 		$910K Sell
18,006
-45
-0.2% -$2.14K 0.09% 125
2020
Q1 		$841K Sell
18,051
-548
-3% -$27.1K 0.11% 116
2019
Q4 		$969K Sell
18,599
-46
-0.2% -$2.37K 0.11% 112
2019
Q3 		$956K Sell
18,645
-178
-0.9% -$9.13K 0.13% 110
2019
Q2 		$961K Sell
18,823
-942
-5% -$47.7K 0.14% 107
2019
Q1 		$992K Sell
19,765
-19
-0.1% -$942 0.15% 104
2018
Q4 		$983K Buy
19,784
+132
+0.7% +$6.43K 0.16% 101
2018
Q3 		$949K Sell
19,652
-95
-0.5% -$4.74K 0.17% 97
2018
Q2 		$977K Buy
19,747
+117
+0.6% +$5.85K 0.2% 99
2018
Q1 		$981K Sell
19,630
-8,527
-30% -$433K 0.22% 95
2017
Q4 		$1.44M Buy
+28,157
New +$1.45M 0.39% 70

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DT
Daniels + Tansey Wilmington, Delaware $289M AUM 18.06% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

WealthPLAN Partners's BBHY Position: Q3 2023 in Review

WealthPLAN Partners sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q3 2023, closing a stake of 13 shares — an estimated $580 sold.

WealthPLAN Partners first reported a position in BBHY in Q4 2017 and held it in 20 quarters. The position peaked at $1.44M in Q4 2017. 89 funds tracked by Wall St. Rank hold BBHY as of Q3 2023.

  • WealthPLAN Partners reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 13 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q3 2023, an estimated $580.
  • WealthPLAN Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • WealthPLAN Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $1.44M in Q4 2017.
  • 89 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.