GWM
BBIN icon

GSB Wealth Management’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

GSB Wealth Management’s Portfolio BBIN Stock Details BBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$570K Hold
7,800
– – 0.13% 132
2025
Q4 		$564K Hold
7,800
– – 0.13% 132
2025
Q3 		$547K Buy
7,800
+150
+2% +$10.3K 0.12% 131
2025
Q2 		$516K Hold
7,650
– – 0.13% 138
2025
Q1 		$471K Sell
7,650
-1,100
-13% -$66.9K 0.12% 140
2024
Q4 		$500K Hold
8,750
– – 0.13% 138
2024
Q3 		$551K Sell
8,750
-400
-4% -$24.3K 0.14% 138
2024
Q2 		$541K Buy
9,150
+250
+3% +$14.9K 0.15% 140
2024
Q1 		$535K Hold
8,900
– – 0.15% 140
2023
Q4 		$507K Hold
8,900
– – 0.16% 135
2023
Q3 		$464K Buy
8,900
+1,835
+26% +$99.6K 0.16% 132
2023
Q2 		$388K Buy
+7,065
New +$388K 0.13% 148

Other funds holding BBIN

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return