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 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

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

Ignite Planners's BBAG Position: Q2 2026 in Review

Ignite Planners reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 13% in Q2 2026, selling an estimated $38.9K and leaving 5,729 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #362.

Ignite Planners first reported a position in BBAG in Q2 2024 and has held it in 7 quarters since. The position peaked at $311K in Q4 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Ignite Planners held 5,729 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $263K as of Q2 2026.
Ignite Planners sold 848 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $38.9K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.04% of Ignite Planners's portfolio in Q2 2026, its #362 holding.
Ignite Planners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Ignite Planners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $311K in Q4 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.