AssetMark Inc’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

AssetMark Inc’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	$827	Sell	18 -127	-88%	-$5.83K	﹤0.01%	3188
2026 Q1	$6.69K	Hold	145	–	–	﹤0.01%	2454
2025 Q4	$6.73K	Hold	145	–	–	﹤0.01%	2367
2025 Q3	$6.77K	Buy	+145	New	+$6.69K	﹤0.01%	2246
2024 Q3	–	Sell	-46	Closed	-$2.09K	–	2262
2024 Q2	$2.09K	Buy	+46	New	+$2.08K	﹤0.01%	1744

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

AssetMark Inc's BBAG Position: Q2 2026 in Review

AssetMark Inc reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 88% in Q2 2026, selling an estimated $5.83K and leaving 18 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

AssetMark Inc first reported a position in BBAG in Q2 2024 and has held it in 5 quarters since. The position peaked at $6.77K in Q3 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

AssetMark Inc held 18 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $827 as of Q2 2026.
AssetMark Inc sold 127 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $5.83K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3188 holding.
AssetMark Inc first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2024 and has held it in 5 quarters since.
AssetMark Inc's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $6.77K in Q3 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.