Cornerstone Planning Group
BBAG icon

Cornerstone Planning Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-732
Closed -$33.1K – 318
2026
Q2 		$33.1K Buy
732
+99
+16% +$4.55K ﹤0.01% 512
2026
Q1 		$29K Buy
+633
New +$29.4K ﹤0.01% 551

Other funds holding BBAG

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Cornerstone Planning Group's BBAG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2026, closing a stake of 732 shares — an estimated $33.1K sold.

Cornerstone Planning Group first reported a position in BBAG in Q1 2026 and held it in 2 quarters. The position peaked at $33.1K in Q2 2026. 25 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 732 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $33.1K.
  • Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $33.1K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.