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

Bensler’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
-4,901
Closed -$226K – 199
2026
Q1 		$226K Sell
4,901
-1
-0% -$46 0.02% 171
2025
Q4 		$228K Sell
4,902
-327
-6% -$15.3K 0.02% 166
2025
Q3 		$244K Sell
5,229
-109
-2% -$5.03K 0.03% 153
2025
Q2 		$246K Sell
5,338
-202
-4% -$9.22K 0.03% 152
2025
Q1 		$255K Hold
5,540
– – 0.03% 139
2024
Q4 		$250K Buy
5,540
+1
+0% +$46 0.03% 147
2024
Q3 		$262K Sell
5,539
-344,138
-98% -$16M 0.03% 143
2024
Q2 		$15.9M Buy
349,677
+35,503
+11% +$1.6M 2.14% 14
2024
Q1 		$14.4M Buy
314,174
+36,481
+13% +$1.67M 2.09% 15
2023
Q4 		$12.9M Buy
277,693
+25,688
+10% +$1.15M 2.14% 12
2023
Q3 		$11.1M Buy
252,005
+30,051
+14% +$1.36M 2.15% 12
2023
Q2 		$10.2M Buy
221,954
+14,997
+7% +$699K 1.95% 14
2023
Q1 		$9.72M Buy
206,957
+113,157
+121% +$5.28M 1.96% 12
2022
Q4 		$4.3M Buy
+93,800
New +$4.28M 0.95% 34

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

Bensler's BBAG Position: Q2 2026 in Review

Bensler sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026, closing a stake of 4,901 shares — an estimated $226K sold.

Bensler first reported a position in BBAG in Q4 2022 and held it in 14 quarters. The position peaked at $15.9M in Q2 2024. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Bensler reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Bensler sold 4,901 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $226K.
  • Bensler first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and held it in 14 quarters.
  • Bensler's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $15.9M in Q2 2024.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.