Cerity Partners’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Cerity Partners’s Portfolio BBCB Stock Details BBCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$769K	Sell	16,959 -2,278	-12%	-$103K	﹤0.01%	2157
2026 Q1	$872K	Sell	19,237 -1,432	-7%	-$65.6K	﹤0.01%	1932
2025 Q4	$947K	Buy	+20,669	New	+$954K	﹤0.01%	1747

Other funds holding BBCB

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

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

Cerity Partners's BBCB Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 12% in Q2 2026, selling an estimated $103K and leaving 16,959 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Cerity Partners first reported a position in BBCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $947K in Q4 2025. 31 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

Cerity Partners held 16,959 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $769K as of Q2 2026.
Cerity Partners sold 2,278 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $103K.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2157 holding.
Cerity Partners first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Cerity Partners's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $947K in Q4 2025.
31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.