Windsor Capital Management’s JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF BBCB Stock Holding History

Windsor Capital Management’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 Q3	$351K	Buy	8,171 +2,649	+48%	+$117K	0.09%	98
2026 Q2	$250K	Buy	+5,522	New	+$250K	0.07%	119

Other funds holding BBCB

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Windsor Capital Management's BBCB Position: Q3 2026 in Review

Windsor Capital Management increased its JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) stake by 48% in Q3 2026, buying an estimated $117K and bringing the position to 8,171 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #98.

Windsor Capital Management first reported a position in BBCB in Q2 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold BBCB as of Q3 2026.

Windsor Capital Management held 8,171 shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF worth $351K as of Q3 2026.
Windsor Capital Management bought 2,649 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $117K.
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF made up 0.09% of Windsor Capital Management's portfolio in Q3 2026, its #98 holding.
Windsor Capital Management first reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.