None of the 29 investors followed here reported a position in BBHY in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a BBHY trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.7 | -0.6 | -1.5 | 1.0 | -0.1 | -0.4 | -0.8 | 0.4 | -3.3 | -0.4 | −4.9% | ||
| 2025 | 1.3 | 0.3 | -1.7 | -0.7 | 0.8 | 1.2 | -0.2 | 0.6 | 0.4 | -0.5 | 0.1 | -0.6 | +0.9% |
| 2024 | 0.2 | -0.3 | 0.7 | -1.9 | 1.1 | -0.2 | 1.6 | 0.9 | 1.0 | -1.6 | 1.0 | -2.1 | +0.4% |
| 2023 | 3.7 | -2.2 | 1.1 | -0.4 | -1.4 | 1.2 | 0.7 | -0.2 | -2.1 | -1.5 | 3.9 | 2.2 | +4.7% |
| 2022 | -2.8 | -1.3 | -1.5 | -5.1 | 1.5 | -7.4 | 6.2 | -4.4 | -4.3 | 2.8 | 3.2 | -2.5 | −15.3% |
| 2021 | -0.2 | -0.3 | -0.1 | 0.8 | -0.3 | 1.0 | 0.0 | 0.2 | -0.7 | -0.5 | -1.7 | 1.7 | −0.3% |
| 2020 | -0.8 | -1.4 | -12.5 | 5.7 | 4.3 | -0.5 | 4.9 | -0.5 | -1.4 | 0.2 | 2.6 | 1.0 | +0.3% |
| 2019 | 3.7 | 0.9 | 1.0 | 0.6 | -1.8 | 2.8 | -0.1 | 0.6 | -0.1 | -0.4 | 0.0 | 1.2 | +8.7% |
| 2018 | 0.0 | -1.7 | -0.8 | -0.2 | -0.6 | -0.1 | 0.6 | 0.4 | -0.5 | -1.9 | -1.1 | -1.3 | −7.1% |
| 2017 | 0.3 | 1.2 | -0.4 | 0.6 | 0.5 | -0.3 | 0.7 | -0.2 | 0.1 | -0.2 | -0.6 | -0.1 | +1.6% |
| 2016 | 1.5 | -2.0 | 1.4 | +0.8% |
The underlying index, which is capitalization weighted based on an issuer’s current market value of debt outstanding and is designed to measure the performance of U.S. dollar denominated below investment grade (commonly referred to as “junk”) corporate debt publicly issued in the U.S. domestic market. The fund will invest at least 80% of its assets in securities included in the underlying index.