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Heck Capital Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Heck Capital Advisors’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 		$10.9M Buy
236,638
+18,258
+8% +$838K 0.65% 39
2026
Q1 		$10.1M Buy
218,380
+1,907
+0.9% +$88.6K 0.75% 29
2025
Q4 		$10.1M Buy
216,473
+24,953
+13% +$1.16M 0.75% 30
2025
Q3 		$8.94M Buy
191,520
+19,310
+11% +$892K 0.69% 34
2025
Q2 		$7.95M Buy
172,210
+9,123
+6% +$416K 0.68% 32
2025
Q1 		$7.52M Buy
163,087
+14,719
+10% +$671K 0.85% 31
2024
Q4 		$6.7M Sell
148,368
-2,712
-2% -$125K 0.77% 34
2024
Q3 		$7.15M Buy
151,080
+1,915
+1% +$89.3K 0.82% 33
2024
Q2 		$6.77M Buy
149,165
+1,080
+0.7% +$48.8K 0.84% 36
2024
Q1 		$6.79M Buy
148,085
+3,982
+3% +$183K 1.04% 32
2023
Q4 		$6.71M Sell
144,103
-31,896
-18% -$1.43M 1.09% 31
2023
Q3 		$7.78M Sell
175,999
-53,042
-23% -$2.4M 1.44% 23
2023
Q2 		$10.6M Sell
229,041
-19,100
-8% -$890K 1.82% 16
2023
Q1 		$11.7M Sell
248,141
-4,229
-2% -$197K 2.24% 11
2022
Q4 		$11.6M Buy
+252,370
New +$11.5M 2.24% 11
2022
Q2 		– Sell
-153,658
Closed -$7.76M – 138
2022
Q1 		$7.76M Buy
153,658
+1,376
+0.9% +$71.6K 1.4% 20
2021
Q4 		$8.21M Buy
152,282
+18,615
+14% +$1.01M 1.49% 17
2021
Q3 		$7.25M Buy
133,667
+2,761
+2% +$151K 1.45% 17
2021
Q2 		$7.13M Buy
+130,906
New +$7.08M 1.41% 16

Other funds holding BBAG

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Heck Capital Advisors's BBAG Position: Q2 2026 in Review

Heck Capital Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 8.4% in Q2 2026, buying an estimated $838K and bringing the position to 236,638 shares worth $10.9M. The position accounts for 0.65% of the portfolio, ranked #39.

Heck Capital Advisors first reported a position in BBAG in Q2 2021 and has held it in 19 quarters since. The position peaked at $11.7M in Q1 2023. 50 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Heck Capital Advisors held 236,638 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $10.9M as of Q2 2026.
  • Heck Capital Advisors bought 18,258 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $838K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.65% of Heck Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Heck Capital Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Heck Capital Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $11.7M in Q1 2023.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.