IFP Advisors
BBAG icon

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
Q3 		$515K Buy
11,742
+6,541
+126% +$295K 0.01% 1057
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% +$15K ﹤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

Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFP Advisors's BBAG Position: Q3 2026 in Review

IFP Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 126% in Q3 2026, buying an estimated $295K and bringing the position to 11,742 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #1057.

IFP Advisors first reported a position in BBAG in Q4 2022 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • IFP Advisors held 11,742 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $515K as of Q3 2026.
  • IFP Advisors bought 6,541 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $295K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1057 holding.
  • IFP Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.