Kestra Advisory Services’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Kestra Advisory Services’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	$4.02M	Buy	87,577 +1,926	+2%	+$88.4K	0.01%	960
2026 Q1	$3.95M	Sell	85,651 -6,847	-7%	-$318K	0.02%	920
2025 Q4	$4.29M	Buy	+92,498	New	+$4.32M	0.02%	824
2023 Q1	–	Sell	-30,312	Closed	-$1.39M	–	2077
2022 Q4	$1.39M	Sell	30,312 -2,275	-7%	-$104K	0.01%	905
2022 Q3	$1.48M	Buy	32,587 +711	+2%	+$33.9K	0.02%	792
2022 Q2	$1.53M	Sell	31,876 -518	-2%	-$25.1K	0.02%	776
2022 Q1	$1.64M	Sell	32,394 -91	-0.3%	-$4.73K	0.02%	745
2021 Q4	$1.75M	Sell	32,485 -1,674	-5%	-$90.5K	0.02%	740
2021 Q3	$1.85M	Buy	+34,159	New	+$1.87M	0.02%	747

Other funds holding BBAG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kestra Advisory Services's BBAG Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 2.2% in Q2 2026, buying an estimated $88.4K and bringing the position to 87,577 shares worth $4.02M. The position accounts for 0.01% of the portfolio, ranked #960.

Kestra Advisory Services first reported a position in BBAG in Q3 2021 and has held it in 9 quarters since. The position peaked at $4.29M in Q4 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Kestra Advisory Services held 87,577 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $4.02M as of Q2 2026.
Kestra Advisory Services bought 1,926 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $88.4K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #960 holding.
Kestra Advisory Services first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2021 and has held it in 9 quarters since.
Kestra Advisory Services's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $4.29M in Q4 2025.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.