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Sound Income Strategies’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Sound Income Strategies’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-135
Closed -$13K – 661
2026
Q1 		$13K Sell
135
-22
-14% -$2.14K ﹤0.01% 1385
2025
Q4 		$15.2K Sell
157
-25
-14% -$2.35K ﹤0.01% 1267
2025
Q3 		$17K Hold
182
– – ﹤0.01% 853
2025
Q2 		$16.8K Sell
182
-7
-4% -$641 ﹤0.01% 793
2025
Q1 		$17.8K Hold
189
– – ﹤0.01% 746
2024
Q4 		$17.7K Sell
189
-10
-5% -$986 ﹤0.01% 698
2024
Q3 		$20.1K Hold
199
– – ﹤0.01% 637
2024
Q2 		$17.4K Hold
199
– – ﹤0.01% 659
2024
Q1 		$17.6K Sell
199
-26
-12% -$2.27K ﹤0.01% 622
2023
Q4 		$20.1K Sell
225
-56
-20% -$4.51K ﹤0.01% 591
2023
Q3 		$21.8K Sell
281
-19
-6% -$1.59K ﹤0.01% 426
2023
Q2 		$25.4K Sell
300
-22
-7% -$1.81K ﹤0.01% 389
2023
Q1 		$26.7K Sell
322
-76
-19% -$6.49K ﹤0.01% 372
2022
Q4 		$32.5K Sell
398
-81
-17% -$6.62K ﹤0.01% 317
2022
Q3 		$38K Sell
479
-13
-3% -$1.17K 0.01% 261
2022
Q2 		$43K Buy
492
+3
+0.6% +$290 0.01% 238
2022
Q1 		$52K Sell
489
-373
-43% -$38.4K 0.01% 229
2021
Q4 		$96K Sell
862
-428
-33% -$44.7K 0.01% 178
2021
Q3 		$124K Sell
1,290
-166
-11% -$16.6K 0.02% 159
2021
Q2 		$140K Buy
1,456
+146
+11% +$13.6K 0.02% 155
2021
Q1 		$113K Buy
+1,310
New +$108K 0.02% 161

Other funds holding BBRE

UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sound Income Strategies's BBRE Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 135 shares — an estimated $13K sold.

Sound Income Strategies first reported a position in BBRE in Q1 2021 and held it in 21 quarters. The position peaked at $140K in Q2 2021. 17 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 135 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $13K.
  • Sound Income Strategies first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2021 and held it in 21 quarters.
  • Sound Income Strategies's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $140K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.