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

IFP 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
Q1 		$41.5K Buy
915
+145
+19% +$6.64K ﹤0.01% 2351
2025
Q4 		$35.3K Buy
770
+290
+60% +$13.4K ﹤0.01% 2393
2025
Q3 		$22.2K Buy
480
+17
+4% +$778 ﹤0.01% 2524
2025
Q2 		$21.2K Buy
463
+443
+2,215% +$19.9K ﹤0.01% 2521
2025
Q1 		$908 Hold
20
– – ﹤0.01% 3353
2024
Q4 		$895 Buy
+20
New +$913 ﹤0.01% 3301
2022
Q4 		– Sell
-1
Closed -$1K – 4609
2022
Q3 		$1K Hold
1
– – ﹤0.01% 4505
2022
Q2 		$1K Hold
1
– – ﹤0.01% 4281
2022
Q1 		$1K Buy
+1
New +$52 ﹤0.01% 4281

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $522M AUM 15.34% 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 $376B 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 $1.47T 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 $93.1B AUM 61.18% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $337M AUM 22.26% 1-Year Est. Return