Iron Horse Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Iron Horse 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
2025 Q2	$15.7M	Buy	340,534 +3,703	+1%	+$169K	4.64%	9
2025 Q1	$15.5M	Sell	336,831 -142,603	-30%	-$6.5M	4.99%	8
2024 Q4	$21.7M	Buy	479,434 +16,997	+4%	+$782K	7.27%	5
2024 Q3	$21.9M	Buy	462,437 +8,538	+2%	+$398K	7.48%	5
2024 Q2	$20.6M	Buy	453,899 +13,090	+3%	+$591K	7.87%	3
2024 Q1	$20.2M	Buy	440,809 +51,929	+13%	+$2.38M	7.99%	3
2023 Q4	$18.1M	Buy	388,880 +11,666	+3%	+$521K	7.91%	5
2023 Q3	$16.7M	Buy	377,214 +22,511	+6%	+$1.02M	8.19%	4
2023 Q2	$16.4M	Buy	+354,703	New	+$16.5M	8.05%	5

Other funds holding BBAG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Iron Horse Wealth Management's BBAG Position: Q2 2025 in Review

Iron Horse Wealth Management increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 1.1% in Q2 2025, buying an estimated $169K and bringing the position to 340,534 shares worth $15.7M. The position accounts for 4.64% of the portfolio, ranked #9.

Iron Horse Wealth Management first reported a position in BBAG in Q2 2023 and has held it in 9 quarters since. The position peaked at $21.9M in Q3 2024. 99 funds tracked by Wall St. Rank hold BBAG as of Q2 2025.

Iron Horse Wealth Management held 340,534 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $15.7M as of Q2 2025.
Iron Horse Wealth Management bought 3,703 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2025, an estimated $169K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 4.64% of Iron Horse Wealth Management's portfolio in Q2 2025, its #9 holding.
Iron Horse Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2023 and has held it in 9 quarters since.
Iron Horse Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $21.9M in Q3 2024.
99 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.