SMART Wealth’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

SMART Wealth’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	$1.88M	Sell	41,371 -2,973	-7%	-$135K	0.4%	82
2026 Q1	$2.01M	Buy	+44,344	New	+$2.03M	0.59%	58

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SMART Wealth's BBCB Position: Q2 2026 in Review

SMART Wealth reduced its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 6.7% in Q2 2026, selling an estimated $135K and leaving 41,371 shares worth $1.88M. The position accounts for 0.4% of the portfolio, ranked #82.

SMART Wealth first reported a position in BBCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.01M in Q1 2026. 31 funds tracked by Wall St. Rank hold BBCB as of Q2 2026.

SMART Wealth held 41,371 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $1.88M as of Q2 2026.
SMART Wealth sold 2,973 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $135K.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.4% of SMART Wealth's portfolio in Q2 2026, its #82 holding.
SMART Wealth first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
SMART Wealth's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $2.01M in Q1 2026.
31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.