Key Financial Inc’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Key Financial Inc’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	–	Sell	-93	Closed	-$4.29K	–	1359
2026 Q1	$4.29K	Hold	93	–	–	﹤0.01%	1061
2025 Q4	$4.32K	Hold	93	–	–	﹤0.01%	1063
2025 Q3	$4.33K	Hold	93	–	–	﹤0.01%	1070
2025 Q2	$4.29K	Hold	93	–	–	﹤0.01%	1066
2025 Q1	$4.29K	Hold	93	–	–	﹤0.01%	1024
2024 Q4	$4.2K	Hold	93	–	–	﹤0.01%	1040
2024 Q3	$4.4K	Hold	93	–	–	﹤0.01%	1002
2024 Q2	$4.22K	Hold	93	–	–	﹤0.01%	996
2024 Q1	$4.27K	Hold	93	–	–	﹤0.01%	983
2023 Q4	$4.33K	Hold	93	–	–	﹤0.01%	976
2023 Q3	$4.11K	Hold	93	–	–	﹤0.01%	969
2023 Q2	$4.29K	Hold	93	–	–	﹤0.01%	981
2023 Q1	$4.37K	Buy	+93	New	+$4.34K	﹤0.01%	837
2021 Q2	–	Sell	-94	Closed	-$5K	–	854
2021 Q1	$5K	Hold	94	–	–	﹤0.01%	587
2020 Q4	$5K	Buy	+94	New	+$5.24K	﹤0.01%	545

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

Key Financial Inc's BBAG Position: Q2 2026 in Review

Key Financial Inc sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026, closing a stake of 93 shares — an estimated $4.29K sold.

Key Financial Inc first reported a position in BBAG in Q4 2020 and held it in 15 quarters. The position peaked at $5K in Q1 2021. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Key Financial Inc reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 93 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $4.29K.
Key Financial Inc first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2020 and held it in 15 quarters.
Key Financial Inc's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $5K in Q1 2021.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.