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

FWL 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	$91	Sell	2 -5	-71%	-$229	﹤0.01%	344
2025 Q4	$321	Buy	7 +4	+133%	+$185	﹤0.01%	357
2025 Q3	$139	Sell	3 -1,799	-100%	-$82.3K	﹤0.01%	329
2025 Q2	$82.3K	Buy	1,802 +234	+15%	+$10.5K	0.03%	129
2025 Q1	$71.2K	Buy	1,568 +956	+156%	+$43.1K	0.03%	132
2024 Q4	$27.4K	Buy	612 +37	+6%	+$1.69K	0.01%	185
2024 Q3	$27K	Sell	575 -36	-6%	-$1.66K	0.01%	163
2024 Q2	$27.4K	Buy	611 +195	+47%	+$8.72K	0.01%	143
2024 Q1	$18.9K	Buy	416 +35	+9%	+$1.59K	0.01%	138
2023 Q4	$17.6K	Sell	381 -187	-33%	-$8.21K	0.01%	137
2023 Q3	$24.5K	Buy	+568	New	+$25.2K	0.02%	119
2023 Q1	–	Sell	-642	Closed	-$28.6K	–	82
2022 Q4	$28.6K	Buy	+642	New	+$28.4K	0.02%	107

Other funds holding BBCB

JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

FWL Investment Management reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 71% in Q1 2026, selling an estimated $229 and leaving 2 shares worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #344.

FWL Investment Management first reported a position in BBCB in Q4 2022 and has held it in 12 quarters since. The position peaked at $82.3K in Q2 2025. 28 funds tracked by Wall St. Rank hold BBCB as of Q1 2026.

FWL Investment Management held 2 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $91 as of Q1 2026.
FWL Investment Management sold 5 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $229.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #344 holding.
FWL Investment Management first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
FWL Investment Management's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $82.3K in Q2 2025.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.