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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
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

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

Cornerstone Planning Group's BBAG Position: Q2 2026 in Review

Cornerstone Planning Group increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 16% in Q2 2026, buying an estimated $4.55K and bringing the position to 732 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Cornerstone Planning Group first reported a position in BBAG in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Cornerstone Planning Group held 732 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $33.1K as of Q2 2026.
  • Cornerstone Planning Group bought 99 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $4.55K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #512 holding.
  • Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.