ACT Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

ACT Advisors’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 Q3	$1.94M	Sell	44,313 -2,528	-5%	-$114K	0.63%	19
2026 Q2	$2.15M	Buy	46,841 +483	+1%	+$22.2K	0.72%	16
2026 Q1	$2.14M	Buy	46,358 +772	+2%	+$35.9K	0.91%	13
2025 Q4	$2.12M	Sell	45,586 -520	-1%	-$24.3K	0.83%	17
2025 Q3	$2.15M	Buy	46,106 +525	+1%	+$24.2K	0.87%	15
2025 Q2	$2.1M	Buy	45,581 +640	+1%	+$29.2K	0.97%	15
2025 Q1	$2.07M	Buy	44,941 +603	+1%	+$27.5K	1.12%	14
2024 Q4	$2M	Sell	44,338 -4,663	-10%	-$214K	1.08%	13
2024 Q3	$2.32M	Sell	49,001 -1,175	-2%	-$54.8K	1.09%	13
2024 Q2	$2.28M	Sell	50,176 -716	-1%	-$32.3K	1.19%	11
2024 Q1	$2.33M	Sell	50,892 -2,737	-5%	-$126K	1.28%	11
2023 Q4	$2.5M	Sell	53,629 -6,009	-10%	-$269K	1.42%	11
2023 Q3	$2.64M	Buy	+59,638	New	+$2.7M	1.63%	10

Other funds holding BBAG

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

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

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

ACT Advisors's BBAG Position: Q3 2026 in Review

ACT Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 5.4% in Q3 2026, selling an estimated $114K and leaving 44,313 shares worth $1.94M. The position accounts for 0.63% of the portfolio, ranked #19.

ACT Advisors first reported a position in BBAG in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.64M in Q3 2023. 21 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

ACT Advisors held 44,313 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.94M as of Q3 2026.
ACT Advisors sold 2,528 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $114K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.63% of ACT Advisors's portfolio in Q3 2026, its #19 holding.
ACT Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
ACT Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.64M in Q3 2023.
21 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on ACT Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.