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Continuum Wealth Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Continuum Wealth 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
Q1 		– Sell
-9,190
Closed -$427K – 73
2025
Q4 		$427K Sell
9,190
-329
-3% -$15.4K 0.16% 51
2025
Q3 		$444K Sell
9,519
-1,658
-15% -$76.5K 0.19% 42
2025
Q2 		$516K Sell
11,177
-2,950
-21% -$135K 0.25% 31
2025
Q1 		$651K Buy
14,127
+221
+2% +$10.1K 0.33% 27
2024
Q4 		$628K Sell
13,906
-1,123
-7% -$51.6K 0.32% 29
2024
Q3 		$711K Sell
15,029
-679
-4% -$31.7K 0.38% 27
2024
Q2 		$713K Buy
15,708
+3,641
+30% +$164K 0.38% 22
2024
Q1 		$554K Buy
12,067
+2,790
+30% +$128K 0.31% 29
2023
Q4 		$432K Buy
9,277
+491
+6% +$21.9K 0.28% 27
2023
Q3 		$389K Buy
8,786
+1,939
+28% +$87.9K 0.27% 29
2023
Q2 		$316K Sell
6,847
-346
-5% -$16.1K 0.22% 38
2023
Q1 		$338K Buy
+7,193
New +$335K 0.28% 26

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Continuum Wealth Advisors's BBAG Position: Q1 2026 in Review

Continuum Wealth Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2026, closing a stake of 9,190 shares — an estimated $427K sold.

Continuum Wealth Advisors first reported a position in BBAG in Q1 2023 and held it in 12 quarters. The position peaked at $713K in Q2 2024. 111 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • Continuum Wealth Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Continuum Wealth Advisors sold 9,190 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $427K.
  • Continuum Wealth Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2023 and held it in 12 quarters.
  • Continuum Wealth Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $713K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Continuum Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.