Financial Engines Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Financial Engines 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
2025 Q2	–	Sell	-5,604	Closed	-$258K	–	520
2025 Q1	$258K	Buy	+5,604	New	+$255K	﹤0.01%	389

Other funds holding BBAG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IHWM

Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Financial Engines Advisors's BBAG Position: Q2 2025 in Review

Financial Engines Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2025, closing a stake of 5,604 shares — an estimated $258K sold.

Financial Engines Advisors first reported a position in BBAG in Q1 2025 and held it in 1 quarter. The position peaked at $258K in Q1 2025. 99 funds tracked by Wall St. Rank hold BBAG as of Q2 2025.

Financial Engines Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Engines Advisors sold 5,604 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2025, an estimated $258K.
Financial Engines Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2025 and held it in 1 quarter.
Financial Engines Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $258K in Q1 2025.
99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2025.

Based on Financial Engines Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.