Harbour Investments’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Harbour Investments’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	$46	Hold	1	–	–	﹤0.01%	4679
2026 Q1	$46	Hold	1	–	–	﹤0.01%	4583
2025 Q4	$46	Hold	1	–	–	﹤0.01%	3789
2025 Q3	$47	Hold	1	–	–	﹤0.01%	3679
2025 Q2	$46	Hold	1	–	–	﹤0.01%	3552
2025 Q1	$46	Hold	1	–	–	﹤0.01%	3502
2024 Q4	$45	Hold	1	–	–	﹤0.01%	3440
2024 Q3	$47	Hold	1	–	–	﹤0.01%	3347
2024 Q2	$45	Hold	1	–	–	﹤0.01%	3242
2024 Q1	$46	Hold	1	–	–	﹤0.01%	3176
2023 Q4	$47	Buy	+1	New	+$45	﹤0.01%	3086

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

Harbour Investments's BBAG Position: Q2 2026 in Review

Harbour Investments held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #4679.

Harbour Investments first reported a position in BBAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $47 in Q3 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Harbour Investments held 1 share of JPMorgan BetaBuilders US Aggregate Bond ETF worth $46 as of Q2 2026.
Harbour Investments left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4679 holding.
Harbour Investments first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Harbour Investments's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $47 in Q3 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.