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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
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 $385M AUM 17.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Independent Wealth Network's BBCB Position: Q2 2026 in Review

Independent Wealth Network increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 2.9% in Q2 2026, buying an estimated $26.1K and bringing the position to 20,188 shares worth $915K. The position accounts for 0.23% of the portfolio, ranked #115.

Independent Wealth Network first reported a position in BBCB in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

  • Independent Wealth Network held 20,188 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $915K as of Q2 2026.
  • Independent Wealth Network bought 576 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $26.1K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.23% of Independent Wealth Network's portfolio in Q2 2026, its #115 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 2 quarters since.
  • 5 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.