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 Q2	$959K	Buy	20,879 +2,142	+11%	+$98.4K	0.4%	41
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

Other funds holding BBAG

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

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

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

Cobblestone Asset Management's BBAG Position: Q2 2026 in Review

Cobblestone Asset Management increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 11% in Q2 2026, buying an estimated $98.4K and bringing the position to 20,879 shares worth $959K. The position accounts for 0.4% of the portfolio, ranked #41.

Cobblestone Asset Management first reported a position in BBAG in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Cobblestone Asset Management held 20,879 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $959K as of Q2 2026.
Cobblestone Asset Management bought 2,142 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $98.4K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.4% of Cobblestone Asset Management's portfolio in Q2 2026, its #41 holding.
Cobblestone Asset Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Cobblestone Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.