Envestnet Portfolio Solutions’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-10,496	Closed	-$484K	–	1376
2026 Q1	$484K	Sell	10,496 -56	-0.5%	-$2.6K	﹤0.01%	919
2025 Q4	$490K	Sell	10,552 -4,080	-28%	-$190K	﹤0.01%	1067
2025 Q3	$683K	Buy	14,632 +3,550	+32%	+$164K	﹤0.01%	898
2025 Q2	$512K	Buy	11,082 +2,714	+32%	+$124K	﹤0.01%	1088
2025 Q1	$386K	Sell	8,368 -10,002	-54%	-$456K	﹤0.01%	1161
2024 Q4	$830K	Sell	18,370 -592	-3%	-$27.2K	﹤0.01%	1013
2024 Q3	$897K	Buy	18,962 +786	+4%	+$36.6K	﹤0.01%	943
2024 Q2	$825K	Buy	18,176 +4,447	+32%	+$201K	﹤0.01%	928
2024 Q1	$630K	Sell	13,729 -238	-2%	-$10.9K	﹤0.01%	1016
2023 Q4	$650K	Buy	13,967 +6,381	+84%	+$285K	﹤0.01%	935
2023 Q3	$336K	Buy	+7,586	New	+$344K	﹤0.01%	1169

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

Envestnet Portfolio Solutions's BBAG Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026, closing a stake of 10,496 shares — an estimated $484K sold.

Envestnet Portfolio Solutions first reported a position in BBAG in Q3 2023 and held it in 11 quarters. The position peaked at $897K in Q3 2024. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 10,496 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $484K.
Envestnet Portfolio Solutions first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and held it in 11 quarters.
Envestnet Portfolio Solutions's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $897K in Q3 2024.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.