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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$34.2K Sell
780
-546
-41% -$24.6K ﹤0.01% 3730
2026
Q2
$61K Buy
1,326
+771
+139% +$35.4K ﹤0.01% 3092
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

Farther Finance Advisors's BBAG Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 41% in Q3 2026, selling an estimated $24.6K and leaving 780 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3730.

Farther Finance Advisors first reported a position in BBAG in Q2 2023 and has held it in 14 quarters since. The position peaked at $133K in Q2 2023. 4 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Farther Finance Advisors held 780 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $34.2K as of Q3 2026.
  • Farther Finance Advisors sold 546 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $24.6K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3730 holding.
  • Farther Finance Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $133K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.