Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Carson Wealth (CWM LLC)’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	$6.19M	Buy	134,198 +12,394	+10%	+$576K	0.02%	724
2025 Q4	$5.65M	Buy	121,804 +10,760	+10%	+$502K	0.02%	732
2025 Q3	$5.18M	Buy	111,044 +23,162	+26%	+$1.07M	0.02%	698
2025 Q2	$4.06M	Buy	87,882 +70,223	+398%	+$3.2M	0.01%	657
2025 Q1	$814K	Buy	17,659 +11,830	+203%	+$539K	﹤0.01%	1251
2024 Q4	$263K	Buy	5,829 +397	+7%	+$18.3K	﹤0.01%	1671
2024 Q3	$257K	Buy	+5,432	New	+$253K	﹤0.01%	1626
2022 Q3	–	Sell	-186	Closed	-$9K	–	3902
2022 Q2	$9K	Hold	186	–	–	﹤0.01%	2616
2022 Q1	$9K	Hold	186	–	–	﹤0.01%	2521
2021 Q4	$10K	Buy	+186	New	+$10.1K	﹤0.01%	2336

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBAG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 10% in Q1 2026, buying an estimated $576K and bringing the position to 134,198 shares worth $6.19M. The position accounts for 0.02% of the portfolio, ranked #724.

Carson Wealth (CWM LLC) first reported a position in BBAG in Q4 2021 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

Carson Wealth (CWM LLC) held 134,198 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $6.19M as of Q1 2026.
Carson Wealth (CWM LLC) bought 12,394 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $576K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #724 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2021 and has held it in 10 quarters since.
111 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.