HBW Advisory Services’s JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF BBLB Stock Holding History

HBW Advisory Services’s Portfolio BBLB Stock Details BBLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,508	Closed	-$796K	–	417
2025 Q2	$796K	Sell	9,508 -3,649	-28%	-$302K	0.1%	190
2025 Q1	$1.13M	Buy	13,157 +1,411	+12%	+$119K	0.16%	131
2024 Q4	$974K	Buy	11,746 +2,222	+23%	+$194K	0.1%	136
2024 Q3	$888K	Buy	9,524 +5,987	+169%	+$549K	0.13%	146
2024 Q2	$310K	Buy	+3,537	New	+$307K	0.05%	250

Other funds holding BBLB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBW Advisory Services's BBLB Position: Q3 2025 in Review

HBW Advisory Services sold out of JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF (BBLB) in Q3 2025, closing a stake of 9,508 shares — an estimated $796K sold.

HBW Advisory Services first reported a position in BBLB in Q2 2024 and held it in 5 quarters. The position peaked at $1.13M in Q1 2025. 6 funds tracked by Wall St. Rank hold BBLB as of Q3 2025.

HBW Advisory Services reported no remaining JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 9,508 JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF shares in Q3 2025, an estimated $796K.
HBW Advisory Services first reported a position in JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF in Q2 2024 and held it in 5 quarters.
HBW Advisory Services's JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF position peaked at $1.13M in Q1 2025.
6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.