5T Wealth’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

5T Wealth’s Portfolio BBAG Stock Details BBAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$417K	Sell	9,067 -279	-3%	-$12.8K	0.16%	101
2026 Q1	$431K	Buy	9,346 +342	+4%	+$15.9K	0.17%	95
2025 Q4	$418K	Sell	9,004 -1,658	-16%	-$77.4K	0.17%	96
2025 Q3	$498K	Buy	10,662 +469	+5%	+$21.7K	0.22%	83
2025 Q2	$471K	Sell	10,193 -2,972	-23%	-$136K	0.22%	82
2025 Q1	$607K	Buy	13,165 +8,064	+158%	+$368K	0.33%	68
2024 Q4	$230K	Buy	+5,101	New	+$235K	0.13%	94

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

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

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

5T Wealth's BBAG Position: Q2 2026 in Review

5T Wealth reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 3% in Q2 2026, selling an estimated $12.8K and leaving 9,067 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #101.

5T Wealth first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q1 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

5T Wealth held 9,067 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $417K as of Q2 2026.
5T Wealth sold 279 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $12.8K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.16% of 5T Wealth's portfolio in Q2 2026, its #101 holding.
5T Wealth first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $607K in Q1 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.