Global Retirement Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Global Retirement Partners’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	$45.8K	Buy	+996	New	+$45.7K	﹤0.01%	2578
2025 Q4	$171K	Sell	3,691 -4,519	-55%	-$211K	﹤0.01%	1564
2025 Q3	$383K	Buy	8,210 +1,670	+26%	+$77.1K	0.01%	871
2025 Q2	$302K	Buy	+6,540	New	+$298K	0.01%	911
2024 Q4	$83.5K	Buy	1,849 +29	+2%	+$1.33K	﹤0.01%	1364
2024 Q3	$86.1K	Buy	1,820 +168	+10%	+$7.83K	﹤0.01%	1310
2024 Q2	$75K	Sell	1,652 -3,207	-66%	-$145K	﹤0.01%	1335
2024 Q1	$223K	Buy	4,859 +1,125	+30%	+$51.6K	0.01%	757
2023 Q4	$172K	Buy	3,734 +1,764	+90%	+$78.9K	0.01%	817
2023 Q3	$86.1K	Sell	1,970 -652	-25%	-$29.6K	﹤0.01%	1001
2023 Q2	$121K	Sell	2,622 -5	-0.2%	-$233	0.01%	863
2023 Q1	$124K	Buy	2,627 +2,572	+4,676%	+$120K	0.01%	837
2022 Q4	$2.52K	Hold	55	–	–	﹤0.01%	2273
2022 Q3	$2K	Hold	55	–	–	﹤0.01%	2198
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	2028
2022 Q1	$3K	Buy	+55	New	+$2.86K	﹤0.01%	2028

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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Global Retirement Partners's BBAG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026: 996 shares worth $45.8K. The stake represents ﹤0.01% of the portfolio and ranks #2578 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBAG as recently as Q4 2025.

Global Retirement Partners first reported a position in BBAG in Q1 2022 and has held it in 16 quarters since. The position peaked at $383K in Q3 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Global Retirement Partners held 996 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $45.8K as of Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2578 holding.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $383K in Q3 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.