UBS Group
JBBB icon

UBS Group’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

UBS Group’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9M Buy
425,924
+116,875
+38% +$5.55M ﹤0.01% 2594
2025
Q4 		$14.7M Sell
309,049
-53,987
-15% -$2.59M ﹤0.01% 2895
2025
Q3 		$17.5M Buy
363,036
+401
+0.1% +$19.4K ﹤0.01% 2711
2025
Q2 		$17.5M Sell
362,635
-331,308
-48% -$15.9M ﹤0.01% 2517
2025
Q1 		$33.8M Buy
693,943
+270,521
+64% +$13.3M 0.01% 1840
2024
Q4 		$20.8M Buy
423,422
+154,462
+57% +$7.6M ﹤0.01% 2282
2024
Q3 		$13.2M Sell
268,960
-15,261
-5% -$746K ﹤0.01% 2141
2024
Q2 		$14M Buy
284,221
+278,688
+5,037% +$13.6M ﹤0.01% 1961
2024
Q1 		$271K Buy
+5,533
New +$268K ﹤0.01% 5653
2023
Q4 		– Sell
-3,609
Closed -$171K – 9595
2023
Q3 		$171K Buy
3,609
+3,490
+2,933% +$164K ﹤0.01% 5460
2023
Q2 		$5.46K Sell
119
-95
-44% -$4.32K ﹤0.01% 7443
2023
Q1 		$9.57K Buy
+214
New +$9.77K ﹤0.01% 7645
2022
Q2 		– Sell
-155
Closed -$8K – 10626
2022
Q1 		$8K Buy
+155
New +$7.71K ﹤0.01% 8675

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return