Osaic Holdings’s JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF BBIB Stock Holding History

Osaic Holdings’s Portfolio BBIB Stock Details BBIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.5K	Hold	905	–	–	﹤0.01%	5051
2026 Q1	$89.4K	Sell	905 -50	-5%	-$4.96K	﹤0.01%	4763
2025 Q4	$94.9K	Buy	955 +246	+35%	+$24.5K	﹤0.01%	4757
2025 Q3	$70.7K	Hold	709	–	–	﹤0.01%	5071
2025 Q2	$70.3K	Buy	709 +300	+73%	+$29.5K	﹤0.01%	4787
2025 Q1	$40.3K	Hold	409	–	–	﹤0.01%	4874
2024 Q4	$39.3K	Hold	409	–	–	﹤0.01%	4871
2024 Q3	$40.9K	Sell	409 -19	-4%	-$1.88K	﹤0.01%	4886
2024 Q2	$41.3K	Buy	+428	New	+$41K	﹤0.01%	4827

Other funds holding BBIB

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LWP

LFG Wealth Partners Elizabethtown, Kentucky $213M AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings's BBIB Position: Q2 2026 in Review

Osaic Holdings held its JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF (BBIB) position steady in Q2 2026 at 905 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5051.

Osaic Holdings first reported a position in BBIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $94.9K in Q4 2025. 12 funds tracked by Wall St. Rank hold BBIB as of Q2 2026.

Osaic Holdings held 905 shares of JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF worth $88.5K as of Q2 2026.
Osaic Holdings left its JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5051 holding.
Osaic Holdings first reported a position in JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF in Q2 2024 and has held it in 9 quarters since.
Osaic Holdings's JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF position peaked at $94.9K in Q4 2025.
12 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF as of Q2 2026.

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