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Goldstone Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Goldstone Financial Group’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
-174,951
Closed -$8.07M – 207
2025
Q1 		$8.07M Buy
174,951
+8,914
+5% +$406K 1.22% 25
2024
Q4 		$7.5M Buy
166,037
+27,712
+20% +$1.27M 1.18% 27
2024
Q3 		$6.55M Buy
+138,325
New +$6.45M 1.14% 27

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
Morgan Stanley
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

Goldstone Financial Group's BBAG Position: Q2 2025 in Review

Goldstone Financial Group sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2025, closing a stake of 174,951 shares — an estimated $8.07M sold.

Goldstone Financial Group first reported a position in BBAG in Q3 2024 and held it in 3 quarters. The position peaked at $8.07M in Q1 2025. 100 funds tracked by Wall St. Rank hold BBAG as of Q2 2025.

  • Goldstone Financial Group reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 174,951 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2025, an estimated $8.07M.
  • Goldstone Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Goldstone Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $8.07M in Q1 2025.
  • 100 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2025.

Based on Goldstone Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.