MassMutual Private Wealth & Trust’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

MassMutual Private Wealth & Trust’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	$29.6K	Sell	653 -302	-32%	-$13.7K	﹤0.01%	968
2026 Q1	$43.3K	Buy	955 +6	+0.6%	+$275	﹤0.01%	814
2025 Q4	$43.5K	Buy	949 +3	+0.3%	+$138	﹤0.01%	841
2025 Q3	$43.8K	Buy	946 +4	+0.4%	+$183	﹤0.01%	844
2025 Q2	$43K	Sell	942 -2	-0.2%	-$90	﹤0.01%	832
2025 Q1	$42.9K	Sell	944 -6	-0.6%	-$270	﹤0.01%	776
2024 Q4	$42.5K	Sell	950 -88	-8%	-$4.02K	﹤0.01%	785
2024 Q3	$48.7K	Sell	1,038 -26	-2%	-$1.2K	﹤0.01%	666
2024 Q2	$47.8K	Buy	+1,064	New	+$47.6K	﹤0.01%	649
2021 Q1	–	Sell	-146	Closed	-$8K	–	1101
2020 Q4	$8K	Hold	146	–	–	﹤0.01%	622
2020 Q3	$8K	Sell	146 -52,490	-100%	-$3.03M	﹤0.01%	584
2020 Q2	$3M	Buy	52,636 +34,744	+194%	+$1.93M	0.19%	131
2020 Q1	$950K	Buy	+17,892	New	+$979K	0.08%	183

Other funds holding BBCB

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's BBCB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 32% in Q2 2026, selling an estimated $13.7K and leaving 653 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

MassMutual Private Wealth & Trust first reported a position in BBCB in Q1 2020 and has held it in 13 quarters since. The position peaked at $3M in Q2 2020. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

MassMutual Private Wealth & Trust held 653 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $29.6K as of Q2 2026.
MassMutual Private Wealth & Trust sold 302 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.7K.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #968 holding.
MassMutual Private Wealth & Trust first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 13 quarters since.
MassMutual Private Wealth & Trust's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $3M in Q2 2020.
30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.