CW
BBCB icon

CreativeOne Wealth’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

CreativeOne Wealth’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 		$386K Sell
8,509
-3,662
-30% -$166K 0.01% 890
2026
Q1 		$552K Sell
12,171
-538
-4% -$24.6K 0.01% 770
2025
Q4 		$582K Buy
12,709
+1,585
+14% +$73.1K 0.01% 739
2025
Q3 		$515K Buy
11,124
+1,052
+10% +$48.1K 0.01% 764
2025
Q2 		$460K Buy
10,072
+240
+2% +$10.8K 0.01% 770
2025
Q1 		$447K Buy
9,832
+151
+2% +$6.81K 0.01% 718
2024
Q4 		$433K Buy
9,681
+1,135
+13% +$51.8K 0.01% 741
2024
Q3 		$401K Buy
8,546
+698
+9% +$32.2K 0.01% 700
2024
Q2 		$352K Buy
7,848
+518
+7% +$23.2K 0.02% 572
2024
Q1 		$334K Buy
+7,330
New +$333K 0.01% 685
2023
Q2 		– Sell
-4,520
Closed -$207K – 831
2023
Q1 		$207K Buy
+4,520
New +$206K 0.01% 746
2020
Q3 		– Sell
-69,263
Closed -$3.95M – 266
2020
Q2 		$3.95M Buy
69,263
+45,535
+192% +$2.53M 0.61% 32
2020
Q1 		$1.26M Buy
+23,728
New +$1.3M 0.24% 60

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Bank of America
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CreativeOne Wealth's BBCB Position: Q2 2026 in Review

CreativeOne Wealth reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 30% in Q2 2026, selling an estimated $166K and leaving 8,509 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #890.

CreativeOne Wealth first reported a position in BBCB in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.95M in Q2 2020. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

  • CreativeOne Wealth held 8,509 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $386K as of Q2 2026.
  • CreativeOne Wealth sold 3,662 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $166K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #890 holding.
  • CreativeOne Wealth first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 13 quarters since.
  • CreativeOne Wealth's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $3.95M in Q2 2020.
  • 30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.