Kelly Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Kelly Financial Group’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	$2.98M	Sell	64,944 -2,591	-4%	-$119K	0.66%	24
2026 Q1	$3.12M	Sell	67,535 -562	-0.8%	-$26.1K	0.78%	23
2025 Q4	$3.17M	Sell	68,097 -974	-1%	-$45.4K	0.81%	21
2025 Q3	$3.22M	Sell	69,071 -1,871	-3%	-$86.4K	0.86%	21
2025 Q2	$3.28M	Sell	70,942 -3,708	-5%	-$169K	0.95%	21
2025 Q1	$3.44M	Sell	74,650 -14,574	-16%	-$664K	1.08%	21
2024 Q4	$4.05M	Buy	+89,224	New	+$4.1M	1.44%	16

Other funds holding BBAG

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return