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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
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

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CCA
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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