Stonehaven Wealth & Tax Solutions’s JPMorgan BetaBuilders International Equity ETF BBIN Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio BBIN Stock Details BBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1M	Buy	151,541 +835	+0.6%	+$63.2K	9.8%	1
2025 Q4	$10.9M	Sell	150,706 -754	-0.5%	-$53.9K	9.79%	1
2025 Q3	$10.6M	Sell	151,460 -3,974	-3%	-$273K	9.82%	2
2025 Q2	$10.5M	Sell	155,434 -880	-0.6%	-$56.6K	10.24%	1
2025 Q1	$9.61M	Buy	156,314 +53,905	+53%	+$3.28M	10.16%	1
2024 Q4	$5.85M	Buy	+102,409	New	+$6.11M	6.37%	2

Other funds holding BBIN

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's BBIN Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its JPMorgan BetaBuilders International Equity ETF (BBIN) stake by 0.55% in Q1 2026, buying an estimated $63.2K and bringing the position to 151,541 shares worth $11.1M. The position accounts for 9.8% of the portfolio, ranked #1.

Stonehaven Wealth & Tax Solutions first reported a position in BBIN in Q4 2024 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold BBIN as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 151,541 shares of JPMorgan BetaBuilders International Equity ETF worth $11.1M as of Q1 2026.
Stonehaven Wealth & Tax Solutions bought 835 JPMorgan BetaBuilders International Equity ETF shares in Q1 2026, an estimated $63.2K.
JPMorgan BetaBuilders International Equity ETF made up 9.8% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #1 holding.
Stonehaven Wealth & Tax Solutions first reported a position in JPMorgan BetaBuilders International Equity ETF in Q4 2024 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held JPMorgan BetaBuilders International Equity ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.