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

LGT Financial 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
Q2 		$7.3K Hold
161
– – 0.04% 156
2026
Q1 		$7.3K Buy
161
+6
+4% +$275 0.04% 167
2025
Q4 		$7.1K Hold
155
– – 0.04% 169
2025
Q3 		$7.17K Buy
+155
New +$7.09K 0.02% 266

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
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
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

LGT Financial Advisors's BBCB Position: Q2 2026 in Review

LGT Financial Advisors held its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) position steady in Q2 2026 at 161 shares worth $7.3K. The position accounts for 0.04% of the portfolio, ranked #156.

LGT Financial Advisors first reported a position in BBCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.3K in Q1 2026. 9 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

  • LGT Financial Advisors held 161 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $7.3K as of Q2 2026.
  • LGT Financial Advisors left its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.04% of LGT Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • LGT Financial Advisors first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • LGT Financial Advisors's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $7.3K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.