Advisory Services Network’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Advisory Services Network’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	–	Sell	-1,342	Closed	-$61.9K	–	2379
2026 Q1	$61.9K	Buy	+1,342	New	+$62.4K	﹤0.01%	2493
2025 Q4	–	Sell	-1,363	Closed	-$63.6K	–	2021
2025 Q3	$63.6K	Buy	+1,363	New	+$62.9K	﹤0.01%	2312
2024 Q1	–	Sell	-339	Closed	-$15.8K	–	1644
2023 Q4	$15.8K	Buy	+339	New	+$15.2K	﹤0.01%	2651
2023 Q1	–	Sell	-30	Closed	-$1.37K	–	4004
2022 Q4	$1.37K	Buy	+30	New	+$1.37K	﹤0.01%	3539

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

Advisory Services Network's BBAG Position: Q2 2026 in Review

Advisory Services Network sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026, closing a stake of 1,342 shares — an estimated $61.9K sold.

Advisory Services Network first reported a position in BBAG in Q4 2022 and held it in 4 quarters. The position peaked at $63.6K in Q3 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Advisory Services Network reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,342 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $61.9K.
Advisory Services Network first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and held it in 4 quarters.
Advisory Services Network's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $63.6K in Q3 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.