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Wolf Group Capital Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Wolf Group Capital Advisors’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
2025
Q1 		$1.85M Buy
40,185
+8,867
+28% +$412K 0.62% 51
2024
Q4 		$1.4M Hold
31,318
– – 0.68% 56
2024
Q3 		$1.4M Sell
31,318
-2,540
-8% -$118K 0.66% 57
2024
Q2 		$1.55M Buy
33,858
+2,540
+8% +$116K 0.61% 58
2024
Q1 		$1.4M Hold
31,318
– – 0.66% 57
2023
Q4 		$1.4M Sell
31,318
-2,392
-7% -$106K 0.66% 57
2023
Q3 		$1.48M Buy
33,710
+2,392
+8% +$106K 0.7% 51
2023
Q2 		$1.38M Buy
31,318
+1,550
+5% +$68.7K 0.69% 54
2023
Q1 		$1.34M Sell
29,768
-1,822
-6% -$81.3K 0.66% 57
2022
Q4 		$1.38M Buy
31,590
+3,224
+11% +$141K 0.65% 56
2022
Q3 		$1.2M Buy
28,366
+1,147
+4% +$51.4K 0.66% 58
2022
Q2 		$1.19M Sell
27,219
-5,200
-16% -$239K 0.62% 59
2022
Q1 		$1.59M Sell
32,419
-64,996
-67% -$3.23M 0.81% 50
2021
Q4 		$5.04M Buy
97,415
+65,447
+205% +$3.38M 0.82% 44
2021
Q3 		$1.67M Buy
31,968
+612
+2% +$31.9K 0.91% 41
2021
Q2 		$1.64M Buy
31,356
+812
+3% +$42.1K 0.88% 45
2021
Q1 		$1.57M Sell
30,544
-424
-1% -$21.9K 0.91% 45
2020
Q4 		$1.61M Buy
+30,968
New +$1.58M 0.99% 42

Other funds holding BBHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wolf Group Capital Advisors's BBHY Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) stake by 28% in Q1 2025, buying an estimated $412K and bringing the position to 40,185 shares worth $1.85M. The position accounts for 0.62% of the portfolio, ranked #51.

Wolf Group Capital Advisors first reported a position in BBHY in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.04M in Q4 2021. 99 funds tracked by Wall St. Rank hold BBHY as of Q1 2025.

  • Wolf Group Capital Advisors held 40,185 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF worth $1.85M as of Q1 2025.
  • Wolf Group Capital Advisors bought 8,867 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2025, an estimated $412K.
  • JPMorgan BetaBuilders USD High Yield Corporate Bond ETF made up 0.62% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #51 holding.
  • Wolf Group Capital Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Wolf Group Capital Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $5.04M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.