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

IFP 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	$239K	Buy	5,201 +472	+10%	+$21.7K	﹤0.01%	1413
2026 Q1	$218K	Buy	4,729 +475	+11%	+$22.1K	﹤0.01%	1345
2025 Q4	$197K	Sell	4,254 -2,335	-35%	-$109K	﹤0.01%	1379
2025 Q3	$308K	Buy	6,589 +1,168	+22%	+$53.9K	0.01%	1086
2025 Q2	$250K	Buy	5,421 +4,329	+396%	+$198K	0.01%	1156
2025 Q1	$50.4K	Buy	1,092 +328	+43%	+$14.9K	﹤0.01%	1884
2024 Q4	$34.5K	Sell	764 -13	-2%	-$598	﹤0.01%	2014
2024 Q3	$36.8K	Buy	777 +78	+11%	+$3.64K	﹤0.01%	1872
2024 Q2	$31.7K	Buy	699 +206	+42%	+$9.3K	﹤0.01%	1868
2024 Q1	$22.6K	Sell	493 -224	-31%	-$10.3K	﹤0.01%	1912
2023 Q4	$33.4K	Buy	+717	New	+$32K	﹤0.01%	1706
2023 Q1	–	Sell	-390	Closed	-$21K	–	3435
2022 Q4	$21K	Buy	+390	New	+$17.8K	﹤0.01%	2837

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

IFP Advisors's BBAG Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 10% in Q2 2026, buying an estimated $21.7K and bringing the position to 5,201 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

IFP Advisors first reported a position in BBAG in Q4 2022 and has held it in 12 quarters since. The position peaked at $308K in Q3 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

IFP Advisors held 5,201 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $239K as of Q2 2026.
IFP Advisors bought 472 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $21.7K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1413 holding.
IFP Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
IFP Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $308K in Q3 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.