FWM
BBAG icon

Fonville Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Fonville Wealth Management’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 		$215K Sell
4,653
-123
-3% -$5.71K 0.04% 130
2025
Q4 		$222K Sell
4,776
-603
-11% -$28.1K 0.05% 119
2025
Q3 		$251K Sell
5,379
-438
-8% -$20.2K 0.06% 115
2025
Q2 		$269K Sell
5,817
-29
-0.5% -$1.32K 0.07% 104
2025
Q1 		$270K Buy
5,846
+11
+0.2% +$501 0.08% 100
2024
Q4 		$264K Sell
5,835
-191
-3% -$8.78K 0.09% 96
2024
Q3 		$285K Sell
6,026
-21
-0.3% -$979 0.1% 95
2024
Q2 		$275K Sell
6,047
-92
-1% -$4.16K 0.11% 82
2024
Q1 		$282K Buy
+6,139
New +$282K 0.12% 77

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TWM
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AC
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WAAG
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Morgan Stanley
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