Cabot Wealth Management’s JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF BBSB Stock Holding History

Cabot Wealth Management’s Portfolio BBSB Stock Details BBSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.5M	Buy	138,778 +6,686	+5%	+$654K	1.35%	29
2026 Q2	$13M	Buy	+132,092	New	+$13M	1.32%	29

Other funds holding BBSB

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Cabot Wealth Management's BBSB Position: Q3 2026 in Review

Cabot Wealth Management increased its JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF (BBSB) stake by 5.1% in Q3 2026, buying an estimated $654K and bringing the position to 138,778 shares worth $13.5M. The position accounts for 1.35% of the portfolio, ranked #29.

Cabot Wealth Management first reported a position in BBSB in Q2 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold BBSB as of Q3 2026.

Cabot Wealth Management held 138,778 shares of JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF worth $13.5M as of Q3 2026.
Cabot Wealth Management bought 6,686 JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF shares in Q3 2026, an estimated $654K.
JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF made up 1.35% of Cabot Wealth Management's portfolio in Q3 2026, its #29 holding.
Cabot Wealth Management first reported a position in JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF in Q2 2026 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.