Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cambridge Investment Research 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
Q1 		$13.4M Sell
291,089
-2,737
-0.9% -$127K 0.03% 504
2025
Q4 		$13.6M Sell
293,826
-385,054
-57% -$18M 0.04% 478
2025
Q3 		$31.7M Buy
678,880
+3,970
+0.6% +$183K 0.09% 231
2025
Q2 		$31.2M Buy
674,910
+285,524
+73% +$13M 0.09% 213
2025
Q1 		$18M Buy
389,386
+85,366
+28% +$3.89M 0.06% 317
2024
Q4 		$13.7M Buy
304,020
+12,366
+4% +$569K 0.05% 388
2024
Q3 		$13.8M Buy
291,654
+47,657
+20% +$2.22M 0.05% 390
2024
Q2 		$11.1M Sell
243,997
-1,151
-0.5% -$52K 0.04% 423
2024
Q1 		$11.2M Sell
245,148
-68,033
-22% -$3.12M 0.04% 415
2023
Q4 		$14.6M Sell
313,181
-139,495
-31% -$6.24M 0.06% 299
2023
Q3 		$20M Sell
452,676
-298,213
-40% -$13.5M 0.09% 215
2023
Q2 		$34.7M Buy
750,889
+29,463
+4% +$1.37M 0.16% 124
2023
Q1 		$33.9M Buy
721,426
+680,580
+1,666% +$31.7M 0.17% 118
2022
Q4 		$1.87M Buy
40,846
+25,819
+172% +$1.18M 0.01% 1112
2022
Q3 		$684K Buy
15,027
+2,438
+19% +$116K ﹤0.01% 1730
2022
Q2 		$604K Buy
12,589
+3,931
+45% +$191K ﹤0.01% 1819
2022
Q1 		$437K Buy
8,658
+723
+9% +$37.6K ﹤0.01% 2219
2021
Q4 		$428K Sell
7,935
-3,363
-30% -$182K ﹤0.01% 2238
2021
Q3 		$613K Sell
11,298
-69
-0.6% -$3.78K ﹤0.01% 1889
2021
Q2 		$619K Buy
11,367
+46
+0.4% +$2.49K ﹤0.01% 1887
2021
Q1 		$608K Buy
11,321
+1,105
+11% +$60.3K ﹤0.01% 1757
2020
Q4 		$569K Sell
10,216
-876
-8% -$48.8K ﹤0.01% 1690
2020
Q3 		$620K Sell
11,092
-205,770
-95% -$11.5M ﹤0.01% 1464
2020
Q2 		$12.1M Buy
+216,862
New +$12M 0.09% 226

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors's BBAG Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 0.93% in Q1 2026, selling an estimated $127K and leaving 291,089 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #504.

Cambridge Investment Research Advisors first reported a position in BBAG in Q2 2020 and has held it in 24 quarters since. The position peaked at $34.7M in Q2 2023. 110 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • Cambridge Investment Research Advisors held 291,089 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $13.4M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 2,737 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $127K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #504 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $34.7M in Q2 2023.
  • 110 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.