Gladstone Institutional Advisory’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Gladstone Institutional Advisory’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 Q4	–	Sell	-5,586	Closed	-$261K	–	796
2025 Q3	$261K	Sell	5,586 -59	-1%	-$2.72K	0.01%	690
2025 Q2	$261K	Sell	5,645 -65	-1%	-$2.97K	0.01%	637
2025 Q1	$263K	Sell	5,710 -15	-0.3%	-$684	0.01%	615
2024 Q4	$259K	Sell	5,725 -1,902	-25%	-$87.5K	0.01%	625
2024 Q3	$361K	Sell	7,627 -3	-0%	-$140	0.02%	528
2024 Q2	$346K	Sell	7,630 -2,949	-28%	-$133K	0.02%	509
2024 Q1	$485K	Sell	10,579 -1,613	-13%	-$74K	0.03%	420
2023 Q4	$567K	Sell	12,192 -4,863	-29%	-$217K	0.03%	395
2023 Q3	$754K	Buy	+17,055	New	+$773K	0.05%	311

Other funds holding BBAG

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

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

CCA

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

WAAG

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

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

Gladstone Institutional Advisory's BBAG Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q4 2025, closing a stake of 5,586 shares — an estimated $261K sold.

Gladstone Institutional Advisory first reported a position in BBAG in Q3 2023 and held it in 9 quarters. The position peaked at $754K in Q3 2023. 116 funds tracked by Wall St. Rank hold BBAG as of Q4 2025.

Gladstone Institutional Advisory reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 5,586 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q4 2025, an estimated $261K.
Gladstone Institutional Advisory first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and held it in 9 quarters.
Gladstone Institutional Advisory's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $754K in Q3 2023.
116 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.