Ignite Planners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Ignite Planners’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	$258K	Buy	5,883 +154	+3%	+$6.94K	0.03%	385
2026 Q2	$263K	Sell	5,729 -848	-13%	-$38.9K	0.04%	362
2026 Q1	$304K	Sell	6,577 -103	-2%	-$4.79K	0.05%	320
2025 Q4	$311K	Buy	6,680 +1,328	+25%	+$62K	0.05%	321
2025 Q3	$250K	Buy	5,352 +585	+12%	+$27K	0.04%	324
2025 Q2	$218K	Buy	+4,767	New	+$218K	0.04%	335
2024 Q4	–	Sell	-4,919	Closed	-$233K	–	303
2024 Q3	$233K	Buy	4,919 +331	+7%	+$15.4K	0.05%	269
2024 Q2	$209K	Buy	+4,588	New	+$207K	0.05%	275

Other funds holding BBAG

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Ignite Planners's BBAG Position: Q3 2026 in Review

Ignite Planners increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 2.7% in Q3 2026, buying an estimated $6.94K and bringing the position to 5,883 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #385.

Ignite Planners first reported a position in BBAG in Q2 2024 and has held it in 8 quarters since. The position peaked at $311K in Q4 2025. 26 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

Ignite Planners held 5,883 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $258K as of Q3 2026.
Ignite Planners bought 154 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $6.94K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Ignite Planners's portfolio in Q3 2026, its #385 holding.
Ignite Planners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Ignite Planners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $311K in Q4 2025.
26 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.