Envestnet Portfolio Solutions
BBAG icon

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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 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 $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return