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 Q2	–	Sell	-4,653	Closed	-$215K	–	148
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

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAAG

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fonville Wealth Management's BBAG Position: Q2 2026 in Review

Fonville Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026, closing a stake of 4,653 shares — an estimated $215K sold.

Fonville Wealth Management first reported a position in BBAG in Q1 2024 and held it in 9 quarters. The position peaked at $285K in Q3 2024. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Fonville Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Fonville Wealth Management sold 4,653 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $215K.
Fonville Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2024 and held it in 9 quarters.
Fonville Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $285K in Q3 2024.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.