Osaic Holdings’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Osaic Holdings’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	$861	Hold	19	–	–	﹤0.01%	7529
2026 Q1	$862	Sell	19 -1	-5%	-$46	﹤0.01%	7306
2025 Q4	$916	Sell	20 -51	-72%	-$2.35K	﹤0.01%	7303
2025 Q3	$3.29K	Buy	71 +60	+545%	+$2.74K	﹤0.01%	6957
2025 Q2	$503	Sell	11 -402	-97%	-$18K	﹤0.01%	7351
2025 Q1	$18.8K	Buy	+413	New	+$18.6K	﹤0.01%	5409
2024 Q1	–	Sell	-24	Closed	-$1.11K	–	7208
2023 Q4	$1.11K	Buy	+24	New	+$1.05K	﹤0.01%	6720

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

Osaic Holdings's BBCB Position: Q2 2026 in Review

Osaic Holdings held its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) position steady in Q2 2026 at 19 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #7529.

Osaic Holdings first reported a position in BBCB in Q4 2023 and has held it in 7 quarters since. The position peaked at $18.8K in Q1 2025. 30 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

Osaic Holdings held 19 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $861 as of Q2 2026.
Osaic Holdings 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 ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7529 holding.
Osaic Holdings first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Osaic Holdings's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $18.8K in Q1 2025.
30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.