Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KFI
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
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
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
CCA
Clearwater Capital Advisors
Hoffman Estates, Illinois
$1.24B AUM
15.23%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close