Cary Street Partners Investment Advisory’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cary Street Partners Investment Advisory’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	$367K	Sell	7,990 -271	-3%	-$12.4K	0.07%	254
2026 Q1	$381K	Buy	8,261 +2,074	+34%	+$96.4K	0.1%	229
2025 Q4	$287K	Buy	+6,187	New	+$289K	0.08%	256
2025 Q2	–	Sell	-5,379	Closed	-$248K	–	593
2025 Q1	$248K	Sell	5,379 -275	-5%	-$12.5K	0.14%	178
2024 Q4	$255K	Buy	+5,654	New	+$260K	0.17%	139

Other funds holding BBAG

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cary Street Partners Investment Advisory's BBAG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 3.3% in Q2 2026, selling an estimated $12.4K and leaving 7,990 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #254.

Cary Street Partners Investment Advisory first reported a position in BBAG in Q4 2024 and has held it in 5 quarters since. The position peaked at $381K in Q1 2026. 81 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Cary Street Partners Investment Advisory held 7,990 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $367K as of Q2 2026.
Cary Street Partners Investment Advisory sold 271 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $12.4K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #254 holding.
Cary Street Partners Investment Advisory first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
Cary Street Partners Investment Advisory's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $381K in Q1 2026.
81 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.