Farther Finance Advisors’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Farther Finance Advisors’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	$89.8K	Buy	1,981 +1,289	+186%	+$58.4K	﹤0.01%	2791
2026 Q1	$31.2K	Sell	692 -85	-11%	-$3.89K	﹤0.01%	3341
2025 Q4	$35.6K	Buy	777 +81	+12%	+$3.74K	﹤0.01%	3031
2025 Q3	$32.2K	Sell	696 -34	-5%	-$1.55K	﹤0.01%	2724
2025 Q2	$33.4K	Buy	730 +100	+16%	+$4.48K	﹤0.01%	2353
2025 Q1	$28.5K	Buy	630 +432	+218%	+$19.5K	﹤0.01%	2183
2024 Q4	$8.86K	Buy	198 +92	+87%	+$4.2K	﹤0.01%	2433
2024 Q3	$4.98K	Buy	106 +7	+7%	+$323	﹤0.01%	2648
2024 Q2	$4.4K	Buy	+99	New	+$4.43K	﹤0.01%	2454

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

Farther Finance Advisors's BBCB Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 186% in Q2 2026, buying an estimated $58.4K and bringing the position to 1,981 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Farther Finance Advisors first reported a position in BBCB in Q2 2024 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

Farther Finance Advisors held 1,981 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $89.8K as of Q2 2026.
Farther Finance Advisors bought 1,289 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $58.4K.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2791 holding.
Farther Finance Advisors first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.