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

WealthSource 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
2021
Q2 		– Sell
-8,030
Closed -$414K – 467
2021
Q1 		$414K Buy
+8,030
New +$416K 0.04% 272

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WealthSource Partners's BBHY Position: Q2 2021 in Review

WealthSource Partners sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q2 2021, closing a stake of 8,030 shares — an estimated $414K sold.

WealthSource Partners first reported a position in BBHY in Q1 2021 and held it in 1 quarter. The position peaked at $414K in Q1 2021. 70 funds tracked by Wall St. Rank hold BBHY as of Q2 2021.

  • WealthSource Partners reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 8,030 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q2 2021, an estimated $414K.
  • WealthSource Partners first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • WealthSource Partners's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $414K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.