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

Atria Wealth Solutions’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
2025 Q1	–	Sell	-2,937	Closed	-$283K	–	1872
2024 Q4	$283K	Sell	2,937 -20,606	-88%	-$2.01M	﹤0.01%	1591
2024 Q3	$2.36M	Buy	+23,543	New	+$2.33M	0.03%	573

Other funds holding BBIB

KFG

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

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

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

HGA

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Wealth Solutions's BBIB Position: Q1 2025 in Review

Atria Wealth Solutions sold out of JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) in Q1 2025, closing a stake of 2,937 shares — an estimated $283K sold.

Atria Wealth Solutions first reported a position in BBIB in Q3 2024 and held it in 2 quarters. The position peaked at $2.36M in Q3 2024. 9 funds tracked by Wall St. Rank hold BBIB as of Q1 2025.

Atria Wealth Solutions reported no remaining JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,937 JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF shares in Q1 2025, an estimated $283K.
Atria Wealth Solutions first reported a position in JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF in Q3 2024 and held it in 2 quarters.
Atria Wealth Solutions's JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF position peaked at $2.36M in Q3 2024.
9 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.