Winslow Evans & Crocker’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	1167
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	940
2020 Q2	$3K	Sell	60 -126	-68%	-$5.99K	﹤0.01%	961
2020 Q1	$10K	Hold	186	–	–	﹤0.01%	690
2019 Q4	$10K	Hold	186	–	–	﹤0.01%	810
2019 Q3	$10K	Hold	186	–	–	﹤0.01%	792
2019 Q2	$10K	Buy	+186	New	+$9.41K	﹤0.01%	809

Other funds holding BBHY

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

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

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

CCM

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

PAA

Peregrine Asset Advisers Portland, Oregon $371M AUM 41.36% 1-Year Est. Return

NAS

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Winslow Evans & Crocker's BBHY Position: Q4 2020 in Review

Winslow Evans & Crocker held its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) position steady in Q4 2020 at 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Winslow Evans & Crocker first reported a position in BBHY in Q2 2019 and has held it in 7 quarters since. The position peaked at $10K in Q1 2020. 66 funds tracked by Wall St. Rank hold BBHY as of Q4 2020.

Winslow Evans & Crocker held 60 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $3K as of Q4 2020.
Winslow Evans & Crocker left its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF share count unchanged in Q4 2020.
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1167 holding.
Winslow Evans & Crocker first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q2 2019 and has held it in 7 quarters since.
Winslow Evans & Crocker's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $10K in Q1 2020.
66 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.