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Independent Wealth Network’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Independent Wealth Network’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 		$1.84M Buy
42,072
+1,339
+3% +$60.3K 0.46% 50
2026
Q2 		$1.87M Buy
40,733
+2,167
+6% +$100K 0.48% 45
2026
Q1 		$1.78M Buy
+38,566
New +$1.79M 0.53% 44

Other funds holding BBAG

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
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Independent Wealth Network's BBAG Position: Q3 2026 in Review

Independent Wealth Network increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 3.3% in Q3 2026, buying an estimated $60.3K and bringing the position to 42,072 shares worth $1.84M. The position accounts for 0.46% of the portfolio, ranked #50.

Independent Wealth Network first reported a position in BBAG in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.87M in Q2 2026. 31 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Independent Wealth Network held 42,072 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.84M as of Q3 2026.
  • Independent Wealth Network bought 1,339 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $60.3K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.46% of Independent Wealth Network's portfolio in Q3 2026, its #50 holding.
  • Independent Wealth Network first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Wealth Network's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.87M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.