Commonwealth Equity Services
BBAG icon

Commonwealth Equity Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Commonwealth Equity Services’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 		$653K Sell
14,203
-59
-0.4% -$2.71K ﹤0.01% 3098
2026
Q1 		$658K Sell
14,262
-1,434
-9% -$66.6K ﹤0.01% 2956
2025
Q4 		$729K Buy
15,696
+1,570
+11% +$73.3K ﹤0.01% 2847
2025
Q3 		$659K Sell
14,126
-708
-5% -$32.7K ﹤0.01% 2953
2025
Q2 		$685K Buy
14,834
+4,340
+41% +$198K ﹤0.01% 2894
2025
Q1 		$484K Buy
10,494
+5,842
+126% +$266K ﹤0.01% 3050
2024
Q4 		$210K Buy
+4,652
New +$214K ﹤0.01% 3720
2024
Q3 		– Sell
-5,028
Closed -$228K – 4065
2024
Q2 		$228K Sell
5,028
-737
-13% -$33.3K ﹤0.01% 3539
2024
Q1 		$264K Buy
5,765
+700
+14% +$32.1K ﹤0.01% 3384
2023
Q4 		$236K Sell
5,065
-518
-9% -$23.2K ﹤0.01% 3373
2023
Q3 		$247K Buy
+5,583
New +$253K ﹤0.01% 3195
2021
Q3 		– Sell
-5,635
Closed -$306K – 3579
2021
Q2 		$306K Sell
5,635
-726
-11% -$39.3K ﹤0.01% 2875
2021
Q1 		$341K Buy
6,361
+263
+4% +$14.4K ﹤0.01% 2654
2020
Q4 		$339K Buy
6,098
+842
+16% +$46.9K ﹤0.01% 2469
2020
Q3 		$293K Buy
5,256
+1,581
+43% +$88.7K ﹤0.01% 2369
2020
Q2 		$205K Buy
+3,675
New +$204K ﹤0.01% 2577

Other funds holding BBAG

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
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
AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's BBAG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 0.41% in Q2 2026, selling an estimated $2.71K and leaving 14,203 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Commonwealth Equity Services first reported a position in BBAG in Q2 2020 and has held it in 16 quarters since. The position peaked at $729K in Q4 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Commonwealth Equity Services held 14,203 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $653K as of Q2 2026.
  • Commonwealth Equity Services sold 59 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $2.71K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3098 holding.
  • Commonwealth Equity Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Commonwealth Equity Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $729K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.