Independent Wealth Network’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Independent Wealth Network’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 Q3	$908K	Buy	21,103 +915	+5%	+$40.5K	0.23%	119
2026 Q2	$915K	Buy	20,188 +576	+3%	+$26.1K	0.23%	115
2026 Q1	$889K	Buy	+19,612	New	+$898K	0.26%	101

Other funds holding BBCB

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Independent Wealth Network's BBCB Position: Q3 2026 in Review

Independent Wealth Network increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 4.5% in Q3 2026, buying an estimated $40.5K and bringing the position to 21,103 shares worth $908K. The position accounts for 0.23% of the portfolio, ranked #119.

Independent Wealth Network first reported a position in BBCB in Q1 2026 and has held it in 3 quarters since. The position peaked at $915K in Q2 2026. 6 funds tracked by Wall St. Rank hold BBCB as of Q3 2026.

Independent Wealth Network held 21,103 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $908K as of Q3 2026.
Independent Wealth Network bought 915 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $40.5K.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.23% of Independent Wealth Network's portfolio in Q3 2026, its #119 holding.
Independent Wealth Network first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
Independent Wealth Network's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $915K in Q2 2026.
6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.