IA
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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
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return