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Cobblestone Asset Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cobblestone Asset Management’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 		$865K Sell
18,737
-806
-4% -$37.5K 0.39% 44
2025
Q4 		$907K Buy
19,543
+994
+5% +$46.4K 0.41% 38
2025
Q3 		$866K Sell
18,549
-1,856
-9% -$85.7K 0.4% 39
2025
Q2 		$942K Sell
20,405
-236
-1% -$10.8K 0.5% 37
2025
Q1 		$952K Buy
20,641
+7,278
+54% +$332K 0.56% 34
2024
Q4 		$604K Sell
13,363
-805
-6% -$37K 0.39% 35
2024
Q3 		$670K Buy
14,168
+4,511
+47% +$210K 0.4% 30
2024
Q2 		$439K Buy
9,657
+1,677
+21% +$75.7K 0.28% 32
2024
Q1 		$366K Buy
7,980
+3,236
+68% +$148K 0.25% 33
2023
Q4 		$221K Buy
+4,744
New +$212K 0.16% 37

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TWM
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AC
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WAAG
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Cambridge Investment Research Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return