MF
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Midwestern Financial’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Midwestern Financial’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 		$394K Sell
8,688
-4,200
-33% -$190K 0.28% 45
2026
Q1 		$584K Buy
12,888
+127
+1% +$5.82K 0.46% 36
2025
Q4 		$585K Sell
12,761
-828
-6% -$38.2K 0.48% 38
2025
Q3 		$629K Buy
13,589
+135
+1% +$6.17K 0.54% 36
2025
Q2 		$615K Buy
+13,454
New +$603K 0.58% 37

Other funds holding BBCB

JE
JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Bank of America
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Midwestern Financial's BBCB Position: Q2 2026 in Review

Midwestern Financial reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 33% in Q2 2026, selling an estimated $190K and leaving 8,688 shares worth $394K. The position accounts for 0.28% of the portfolio, ranked #45.

Midwestern Financial first reported a position in BBCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $629K in Q3 2025. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

  • Midwestern Financial held 8,688 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $394K as of Q2 2026.
  • Midwestern Financial sold 4,200 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $190K.
  • JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.28% of Midwestern Financial's portfolio in Q2 2026, its #45 holding.
  • Midwestern Financial first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Midwestern Financial's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $629K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.