Trivium Point Advisory’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Trivium Point Advisory’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
2025 Q3	–	Sell	-48,665	Closed	-$2.22M	–	352
2025 Q2	$2.22M	Sell	48,665 -691	-1%	-$31K	0.24%	107
2025 Q1	$2.24M	Sell	49,356 -855	-2%	-$38.5K	0.28%	103
2024 Q4	$2.25M	Buy	50,211 +3,390	+7%	+$155K	0.28%	100
2024 Q3	$2.12M	Buy	46,821 +583	+1%	+$26.9K	0.3%	100
2024 Q2	$2.08M	Buy	+46,238	New	+$2.07M	0.31%	97

Other funds holding BBCB

JMAC Enterprises Newtown, Pennsylvania $593M AUM 22.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LSA

Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return

Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return

Trivium Point Advisory's BBCB Position: Q3 2025 in Review

Trivium Point Advisory sold out of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) in Q3 2025, closing a stake of 48,665 shares — an estimated $2.22M sold.

Trivium Point Advisory first reported a position in BBCB in Q2 2024 and held it in 5 quarters. The position peaked at $2.25M in Q4 2024. 25 funds tracked by Wall St. Rank hold BBCB as of Q3 2025.

Trivium Point Advisory reported no remaining JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Trivium Point Advisory sold 48,665 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $2.22M.
Trivium Point Advisory first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Trivium Point Advisory's JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF position peaked at $2.25M in Q4 2024.
25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Trivium Point Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.