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Legacy Private Trust’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Legacy Private Trust’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 		$2.38M Buy
51,796
+10,615
+26% +$487K 0.13% 115
2026
Q1 		$1.9M Sell
41,181
-115
-0.3% -$5.34K 0.12% 119
2025
Q4 		$1.92M Sell
41,296
-1,511
-4% -$70.5K 0.11% 125
2025
Q3 		$2M Sell
42,807
-1,944
-4% -$89.8K 0.12% 118
2025
Q2 		$2.07M Sell
44,751
-7,039
-14% -$321K 0.13% 113
2025
Q1 		$2.39M Sell
51,790
-22,961
-31% -$1.05M 0.16% 98
2024
Q4 		$3.38M Buy
74,751
+12,112
+19% +$557K 0.22% 88
2024
Q3 		$2.96M Buy
62,639
+1,068
+2% +$49.8K 0.2% 93
2024
Q2 		$2.8M Sell
61,571
-18,140
-23% -$819K 0.2% 89
2024
Q1 		$3.66M Sell
79,711
-4,207
-5% -$193K 0.27% 83
2023
Q4 		$3.9M Sell
83,918
-25,921
-24% -$1.16M 0.31% 72
2023
Q3 		$4.86M Sell
109,839
-29,276
-21% -$1.33M 0.42% 60
2023
Q2 		$6.42M Sell
139,115
-11,683
-8% -$545K 0.53% 49
2023
Q1 		$7.08M Sell
150,798
-64,356
-30% -$3M 0.6% 38
2022
Q4 		$9.85M Sell
215,154
-84,258
-28% -$3.85M 0.89% 25
2022
Q3 		$13.6M Buy
299,412
+166,833
+126% +$7.96M 1.29% 17
2022
Q2 		$6.36M Buy
132,579
+55,288
+72% +$2.68M 0.57% 48
2022
Q1 		$3.9M Sell
77,291
-23,347
-23% -$1.21M 0.3% 80
2021
Q4 		$5.43M Sell
100,638
-43,494
-30% -$2.35M 0.41% 64
2021
Q3 		$7.82M Sell
144,132
-29,128
-17% -$1.6M 0.63% 39
2021
Q2 		$9.44M Sell
173,260
-1,352
-0.8% -$73.1K 0.8% 34
2021
Q1 		$9.38M Buy
174,612
+104,324
+148% +$5.7M 0.85% 30
2020
Q4 		$3.92M Buy
70,288
+37,003
+111% +$2.06M 0.37% 71
2020
Q3 		$1.86M Buy
33,285
+23,365
+236% +$1.31M 0.19% 94
2020
Q2 		$555K Buy
+9,920
New +$550K 0.06% 149

Other funds holding BBAG

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
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
AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Private Trust's BBAG Position: Q2 2026 in Review

Legacy Private Trust increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 26% in Q2 2026, buying an estimated $487K and bringing the position to 51,796 shares worth $2.38M. The position accounts for 0.13% of the portfolio, ranked #115.

Legacy Private Trust first reported a position in BBAG in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.6M in Q3 2022. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Legacy Private Trust held 51,796 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $2.38M as of Q2 2026.
  • Legacy Private Trust bought 10,615 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $487K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.13% of Legacy Private Trust's portfolio in Q2 2026, its #115 holding.
  • Legacy Private Trust first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Legacy Private Trust's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $13.6M in Q3 2022.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.