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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
Q2 		$1.87M Buy
40,733
+2,167
+6% +$99.5K 0.48% 45
2026
Q1 		$1.78M Buy
+38,566
New +$1.79M 0.53% 44

Other funds holding BBAG

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
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
AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Wealth Network's BBAG Position: Q2 2026 in Review

Independent Wealth Network increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 5.6% in Q2 2026, buying an estimated $99.5K and bringing the position to 40,733 shares worth $1.87M. The position accounts for 0.48% of the portfolio, ranked #45.

Independent Wealth Network first reported a position in BBAG in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Independent Wealth Network held 40,733 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.87M as of Q2 2026.
  • Independent Wealth Network bought 2,167 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $99.5K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.48% of Independent Wealth Network's portfolio in Q2 2026, its #45 holding.
  • Independent Wealth Network first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.