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 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 $522M AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWN

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

Osaic Holdings's BBCB Position: Q1 2026 in Review

Osaic Holdings reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 5% in Q1 2026, selling an estimated $46 and leaving 19 shares worth $862. The position accounts for ﹤0.01% of the portfolio, ranked #7306.

Osaic Holdings first reported a position in BBCB in Q4 2023 and has held it in 6 quarters since. The position peaked at $18.8K in Q1 2025. 28 funds tracked by Wall St. Rank hold BBCB as of Q1 2026.

Osaic Holdings held 19 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $862 as of Q1 2026.
Osaic Holdings sold 1 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF share in Q1 2026, an estimated $46.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7306 holding.
Osaic Holdings first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
Osaic Holdings's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $18.8K in Q1 2025.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.