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Freedom Investment Management’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Freedom Investment Management’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
Q1 		$295K Sell
6,495
-97
-1% -$4.44K 0.09% 78
2025
Q4 		$302K Buy
6,592
+105
+2% +$4.85K 0.09% 85
2025
Q3 		$300K Sell
6,487
-31,657
-83% -$1.45M 0.08% 114
2025
Q2 		$1.74M Sell
38,144
-3,015
-7% -$135K 0.14% 126
2025
Q1 		$1.87M Sell
41,159
-948
-2% -$42.7K 0.16% 116
2024
Q4 		$1.88M Sell
42,107
-819
-2% -$37.4K 0.16% 116
2024
Q3 		$2.02M Sell
42,926
-4,632
-10% -$213K 0.16% 114
2024
Q2 		$2.14M Sell
47,558
-19,438
-29% -$869K 0.17% 98
2024
Q1 		$3.05M Sell
66,996
-6,310
-9% -$287K 0.24% 73
2023
Q4 		$3.39M Sell
73,306
-5,642
-7% -$248K 0.28% 65
2023
Q3 		$3.41M Sell
78,948
-1,374
-2% -$60.9K 0.42% 42
2023
Q2 		$3.63M Buy
80,322
+24,959
+45% +$1.13M 0.41% 45
2023
Q1 		$2.54M Sell
55,363
-787
-1% -$35.8K 0.29% 76
2022
Q4 		$2.5M Sell
56,150
-1,675
-3% -$74K 0.28% 88
2022
Q3 		$2.51M Sell
57,825
-3,793
-6% -$175K 0.29% 80
2022
Q2 		$2.84M Sell
61,618
-48,509
-44% -$2.29M 0.3% 78
2022
Q1 		$5.53M Sell
110,127
-122,756
-53% -$6.33M 0.5% 38
2021
Q4 		$12.7M Sell
232,883
-14,208
-6% -$785K 0.93% 11
2021
Q3 		$13.7M Buy
247,091
+59,421
+32% +$3.34M 1.05% 11
2021
Q2 		$10.5M Sell
187,670
-9,246
-5% -$510K 0.78% 15
2021
Q1 		$10.7M Buy
+196,916
New +$11M 0.83% 16

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Freedom Investment Management's BBCB Position: Q1 2026 in Review

Freedom Investment Management reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 1.5% in Q1 2026, selling an estimated $4.44K and leaving 6,495 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #78.

Freedom Investment Management first reported a position in BBCB in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.7M in Q3 2021. 28 funds tracked by Wall St. Rank hold BBCB as of Q1 2026.

  • Freedom Investment Management held 6,495 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $295K as of Q1 2026.
  • Freedom Investment Management sold 97 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.44K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.09% of Freedom Investment Management's portfolio in Q1 2026, its #78 holding.
  • Freedom Investment Management first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Freedom Investment Management's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $13.7M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.