Osaic Holdings
BBSB icon

Osaic Holdings’s JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF BBSB Stock Holding History

Osaic Holdings’s Portfolio BBSB Stock Details BBSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Hold
1,382
– – ﹤0.01% 4714
2026
Q1 		$137K Hold
1,382
– – ﹤0.01% 4459
2025
Q4 		$137K Buy
+1,382
New +$137K ﹤0.01% 4447
2024
Q1 		– Sell
-455
Closed -$44.9K – 7210
2023
Q4 		$44.9K Buy
+455
New +$44.7K ﹤0.01% 4974

Other funds holding BBSB

CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's BBSB Position: Q2 2026 in Review

Osaic Holdings held its JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF (BBSB) position steady in Q2 2026 at 1,382 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #4714.

Osaic Holdings first reported a position in BBSB in Q4 2023 and has held it in 4 quarters since. The position peaked at $137K in Q4 2025. 9 funds tracked by Wall St. Rank hold BBSB as of Q2 2026.

  • Osaic Holdings held 1,382 shares of JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF worth $136K as of Q2 2026.
  • Osaic Holdings left its JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4714 holding.
  • Osaic Holdings first reported a position in JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF in Q4 2023 and has held it in 4 quarters since.
  • Osaic Holdings's JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF position peaked at $137K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Treasury Bond 1-3 Year ETF as of Q2 2026.

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