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Apella Capital’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Apella Capital’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 		$14.7M Sell
322,153
-22,666
-7% -$1.04M 0.21% 90
2026
Q1 		$16M Sell
344,819
-23,932
-6% -$1.11M 0.24% 84
2025
Q4 		$17.1M Buy
368,751
+2,656
+0.7% +$124K 0.34% 66
2025
Q3 		$17.2M Buy
366,095
+260,186
+246% +$12M 0.38% 62
2025
Q2 		$4.84M Buy
105,909
+66,278
+167% +$3.02M 0.13% 110
2025
Q1 		$1.81M Sell
39,631
-13,547
-25% -$617K 0.06% 142
2024
Q4 		$2.4M Sell
53,178
-14,878
-22% -$684K 0.09% 104
2024
Q3 		$3.21M Sell
68,056
-4,606
-6% -$215K 0.13% 86
2024
Q2 		$3.31M Sell
72,662
-8,048
-10% -$363K 0.15% 84
2024
Q1 		$3.66M Sell
80,710
-25,161
-24% -$1.15M 0.18% 75
2023
Q4 		$4.89M Sell
105,871
-13,260
-11% -$593K 0.27% 65
2023
Q3 		$5.27M Sell
119,131
-8,895
-7% -$403K 0.37% 52
2023
Q2 		$5.91M Buy
+128,026
New +$5.97M 0.42% 50
2022
Q4 		$6.57M Buy
143,445
+68,293
+91% +$3.12M 0.6% 43
2022
Q3 		$3.42M Buy
75,152
+27,858
+59% +$1.33M 0.4% 53
2022
Q2 		$2.27M Buy
+47,294
New +$2.29M 0.27% 60
2021
Q4 		– Sell
-4,695
Closed -$255K – 204
2021
Q3 		$255K Buy
4,695
+234
+5% +$12.8K 0.04% 177
2021
Q2 		$243K Buy
+4,461
New +$241K 0.04% 187

Other funds holding BBAG

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Apella Capital's BBAG Position: Q2 2026 in Review

Apella Capital reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 6.6% in Q2 2026, selling an estimated $1.04M and leaving 322,153 shares worth $14.7M. The position accounts for 0.21% of the portfolio, ranked #90.

Apella Capital first reported a position in BBAG in Q2 2021 and has held it in 18 quarters since. The position peaked at $17.2M in Q3 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Apella Capital held 322,153 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $14.7M as of Q2 2026.
  • Apella Capital sold 22,666 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $1.04M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.21% of Apella Capital's portfolio in Q2 2026, its #90 holding.
  • Apella Capital first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Apella Capital's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $17.2M in Q3 2025.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.