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Institute for Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Institute for Wealth Management’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 		$7.58K Buy
+165
New +$7.58K ﹤0.01% 1380

Other funds holding BBAG

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institute for Wealth Management's BBAG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026: 165 shares worth $7.58K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings.

73 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Institute for Wealth Management held 165 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $7.58K as of Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1380 holding.
  • 73 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.