Kelly Financial Group’s JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF BBIB Stock Holding History

Kelly Financial Group’s Portfolio BBIB Stock Details BBIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6M	Buy	200,552 +15,422	+8%	+$1.51M	4.36%	9
2026 Q1	$18.3M	Buy	185,130 +3,138	+2%	+$312K	4.6%	9
2025 Q4	$18.1M	Buy	181,992 +8,100	+5%	+$808K	4.61%	9
2025 Q3	$17.3M	Buy	173,892 +13,079	+8%	+$1.3M	4.59%	9
2025 Q2	$16M	Buy	160,813 +9,124	+6%	+$896K	4.62%	9
2025 Q1	$15M	Buy	151,689 +30,587	+25%	+$2.97M	4.67%	7
2024 Q4	$11.7M	Buy	+121,102	New	+$11.8M	4.16%	9

Other funds holding BBIB

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LWP

LFG Wealth Partners Elizabethtown, Kentucky $213M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Kelly Financial Group's BBIB Position: Q2 2026 in Review

Kelly Financial Group increased its JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) stake by 8.3% in Q2 2026, buying an estimated $1.51M and bringing the position to 200,552 shares worth $19.6M. The position accounts for 4.36% of the portfolio, ranked #9.

Kelly Financial Group first reported a position in BBIB in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold BBIB as of Q2 2026.

Kelly Financial Group held 200,552 shares of JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF worth $19.6M as of Q2 2026.
Kelly Financial Group bought 15,422 JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF shares in Q2 2026, an estimated $1.51M.
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF made up 4.36% of Kelly Financial Group's portfolio in Q2 2026, its #9 holding.
Kelly Financial Group first reported a position in JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.