Question 1

Does AE Wealth Management own BBIB stock?

Accepted Answer

Yes. As of its Q2 2026 13F, AE Wealth Management holds 120 shares of BBIB (JPM Beta US Trust 3-10 YR ETF), worth $11,735.

Question 2

How many shares of BBIB does AE Wealth Management own?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management holds 120 shares of BBIB (JPM Beta US Trust 3-10 YR ETF).

Question 3

What is AE Wealth Management's BBIB position worth?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management's BBIB position is worth $11,735.

Question 4

When did AE Wealth Management first buy BBIB?

Accepted Answer

AE Wealth Management first reported BBIB in its Q1 2025 13F and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	120	0.0%	$11,735	0.0%	$96.78	0
2026-Q1	Unchanged	120	0.0%	$11,852	0.0%	$96.86	0
2025-Q4	Unchanged	120	0.0%	$11,920	0.0%	$96.82	0
2025-Q3	Unchanged	120	0.0%	$11,950	0.0%	$95.79	0
2025-Q2	Decreased	120	-38.1%	$11,906	0.0%	$94.49	0
2025-Q1	New	194	-	$19,123	0.0%	$92.91	26

BBIB6 quarters

BBIB
6 quarters