FFA
BBAG icon

Farther Finance Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Farther Finance 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 		$25.5K Sell
555
-85
-13% -$3.95K ﹤0.01% 3488
2025
Q4 		$29.7K Sell
640
-358
-36% -$16.7K ﹤0.01% 3154
2025
Q3 		$46.6K Hold
998
– – ﹤0.01% 2479
2025
Q2 		$46.1K Sell
998
-10
-1% -$456 ﹤0.01% 2171
2025
Q1 		$46.4K Buy
1,008
+553
+122% +$25.2K ﹤0.01% 1932
2024
Q4 		$20.6K Sell
455
-600
-57% -$27.6K ﹤0.01% 2067
2024
Q3 		$49.9K Sell
1,055
-992
-48% -$46.2K ﹤0.01% 1657
2024
Q2 		$92.1K Sell
2,047
-38
-2% -$1.72K ﹤0.01% 1165
2024
Q1 		$94.6K Sell
2,085
-99
-5% -$4.54K 0.01% 960
2023
Q4 		$102K Sell
2,184
-691
-24% -$30.9K 0.01% 799
2023
Q3 		$127K Hold
2,875
– – 0.02% 487
2023
Q2 		$133K Buy
+2,875
New +$134K 0.03% 386

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