KAS
BBAG icon

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
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

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CCA
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Envestnet Asset Management
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return