Clearwater Capital Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Clearwater Capital 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 Q2	$59.3M	Buy	1,290,839 +89,298	+7%	+$4.1M	4.35%	6
2026 Q1	$55.5M	Buy	1,201,541 +93,757	+8%	+$4.36M	4.48%	6
2025 Q4	$51.4M	Buy	1,107,784 +65,989	+6%	+$3.08M	4.29%	6
2025 Q3	$48.6M	Buy	1,041,795 +69,523	+7%	+$3.21M	4.14%	7
2025 Q2	$44.9M	Buy	972,272 +2,355	+0.2%	+$107K	4.1%	8
2025 Q1	$44.7M	Buy	969,917 +25,155	+3%	+$1.15M	4.32%	7
2024 Q4	$42.7M	Buy	944,762 +68,645	+8%	+$3.16M	4.18%	7
2024 Q3	$41.5M	Buy	876,117 +27,416	+3%	+$1.28M	4.04%	8
2024 Q2	$38.5M	Buy	848,701 +33,647	+4%	+$1.52M	4.08%	7
2024 Q1	$37.4M	Buy	815,054 +50,907	+7%	+$2.34M	3.99%	9
2023 Q4	$35.6M	Sell	764,147 -298,730	-28%	-$13.4M	3.98%	9
2023 Q3	$47M	Buy	1,062,877 +553,294	+109%	+$25.1M	5.76%	3
2023 Q2	$23.5M	Buy	509,583 +40,205	+9%	+$1.87M	2.8%	12
2023 Q1	$22M	Buy	469,378 +303	+0.1%	+$14.1K	2.69%	12
2022 Q4	$21.5M	Buy	469,075 +233,378	+99%	+$10.7M	2.8%	10
2022 Q3	$10.7M	Buy	+235,697	New	+$11.2M	1.48%	22

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clearwater Capital Advisors's BBAG Position: Q2 2026 in Review

Clearwater Capital Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 7.4% in Q2 2026, buying an estimated $4.1M and bringing the position to 1,290,839 shares worth $59.3M. The position accounts for 4.35% of the portfolio, ranked #6.

Clearwater Capital Advisors first reported a position in BBAG in Q3 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Clearwater Capital Advisors held 1,290,839 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $59.3M as of Q2 2026.
Clearwater Capital Advisors bought 89,298 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $4.1M.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 4.35% of Clearwater Capital Advisors's portfolio in Q2 2026, its #6 holding.
Clearwater Capital Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.