LGT Financial Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

LGT Financial Advisors’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	$34.4K	Buy	750 +136	+22%	+$6.25K	0.18%	78
2026 Q1	$28.4K	Sell	614 -5	-0.8%	-$232	0.15%	87
2025 Q4	$28.8K	Buy	619 +180	+41%	+$8.4K	0.18%	85
2025 Q3	$20.5K	Buy	439 +47	+12%	+$2.17K	0.04%	184
2025 Q2	$18.1K	Sell	392 -13	-3%	-$593	0.05%	166
2025 Q1	$18.7K	Sell	405 -46	-10%	-$2.1K	0.06%	155
2024 Q4	$20.4K	Sell	451 -7	-2%	-$322	0.05%	305
2024 Q3	$21.7K	Sell	458 -85	-16%	-$3.96K	0.05%	265
2024 Q2	$24.7K	Buy	543 +349	+180%	+$15.8K	0.05%	255
2024 Q1	$8.91K	Sell	194 -279	-59%	-$12.8K	0.01%	515
2023 Q4	$22K	Sell	473 -973	-67%	-$43.5K	0.03%	333
2023 Q3	$64K	Sell	1,446 -959	-40%	-$43.5K	0.08%	198
2023 Q2	$111K	Buy	+2,405	New	+$112K	0.12%	135

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

LGT Financial Advisors's BBAG Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 22% in Q2 2026, buying an estimated $6.25K and bringing the position to 750 shares worth $34.4K. The position accounts for 0.18% of the portfolio, ranked #78.

LGT Financial Advisors first reported a position in BBAG in Q2 2023 and has held it in 13 quarters since. The position peaked at $111K in Q2 2023. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

LGT Financial Advisors held 750 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $34.4K as of Q2 2026.
LGT Financial Advisors bought 136 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $6.25K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.18% of LGT Financial Advisors's portfolio in Q2 2026, its #78 holding.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
LGT Financial Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $111K in Q2 2023.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

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