AE Wealth Management’s JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF BBIB Stock Holding History

AE Wealth Management’s Portfolio BBIB Stock Details BBIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7K	Hold	120	–	–	﹤0.01%	2356
2026 Q1	$11.9K	Hold	120	–	–	﹤0.01%	2240
2025 Q4	$11.9K	Hold	120	–	–	﹤0.01%	2113
2025 Q3	$11.9K	Hold	120	–	–	﹤0.01%	1979
2025 Q2	$11.9K	Sell	120 -74	-38%	-$7.27K	﹤0.01%	1847
2025 Q1	$19.1K	Buy	+194	New	+$18.8K	﹤0.01%	1753

Other funds holding BBIB

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LWP

LFG Wealth Partners Elizabethtown, Kentucky $213M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's BBIB Position: Q2 2026 in Review

AE Wealth Management held its JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) position steady in Q2 2026 at 120 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

AE Wealth Management first reported a position in BBIB in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.1K in Q1 2025. 12 funds tracked by Wall St. Rank hold BBIB as of Q2 2026.

AE Wealth Management held 120 shares of JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF worth $11.7K as of Q2 2026.
AE Wealth Management left its JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2356 holding.
AE Wealth Management first reported a position in JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF in Q1 2025 and has held it in 6 quarters since.
AE Wealth Management's JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF position peaked at $19.1K in Q1 2025.
12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.