Number of Shares
115,019.00
Current Holdings Value*
$5.36 Mil
% of Portfolio
1.56%
Total Estimate Gain
$98,916.34
% of Total Estimate Gain
1.88%

Windsor Capital Management, LLC's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Holding Summary

As of 2025-06-30, Windsor Capital Management, LLC held 115,019.00 shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF(BBHY), totaling $5.36 Mil. This investment constitutes 1.56% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.9% of the outstanding JPMorgan BetaBuilders USD High Yield Corporate Bond ETF(BBHY) stock.

The initial trade took place in 2025Q2. And since then Windsor Capital Management, LLC has made 1 purchases of BBHY, at an average price of $45.64, for a total of 115,019.00 shares. Based on historical transaction data and BBHY's current price of $46.50, Windsor Capital Management, LLC's estimated gain on his BBHY holdings is $98,916.34, reflecting a 1.88% gain to date.

Windsor Capital Management, LLC BBHY ($46.50) Holding Chart

Windsor Capital Management, LLC BBHY ($46.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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