Lockerman Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Lockerman Financial Group’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	$231K	Sell	5,035 -17,988	-78%	-$826K	0.35%	85
2026 Q1	$1.06M	Sell	23,023 -215	-0.9%	-$9.99K	1.91%	12
2025 Q4	$1.08M	Sell	23,238 -19,261	-45%	-$899K	2.07%	11
2025 Q3	$1.98M	Buy	42,499 +203	+0.5%	+$9.37K	2.5%	7
2025 Q2	$1.95M	Buy	42,296 +15,176	+56%	+$693K	2.63%	8
2025 Q1	$1.25M	Buy	27,120 +4,802	+22%	+$219K	1.89%	12
2024 Q4	$1.01M	Sell	22,318 -146	-0.6%	-$6.71K	1.72%	11
2024 Q3	$1.06M	Buy	22,464 +1,818	+9%	+$84.7K	1.8%	10
2024 Q2	$938K	Sell	20,646 -2,056	-9%	-$92.8K	1.7%	12
2024 Q1	$1.04M	Sell	22,702 -5,380	-19%	-$247K	1.99%	8
2023 Q4	$1.31M	Sell	28,082 -9,407	-25%	-$421K	3.02%	6
2023 Q3	$1.66M	Buy	+37,489	New	+$1.7M	4.46%	2

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

Lockerman Financial Group's BBAG Position: Q2 2026 in Review

Lockerman Financial Group reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 78% in Q2 2026, selling an estimated $826K and leaving 5,035 shares worth $231K. The position accounts for 0.35% of the portfolio, ranked #85.

Lockerman Financial Group first reported a position in BBAG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q3 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Lockerman Financial Group held 5,035 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $231K as of Q2 2026.
Lockerman Financial Group sold 17,988 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $826K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.35% of Lockerman Financial Group's portfolio in Q2 2026, its #85 holding.
Lockerman Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Lockerman Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.98M in Q3 2025.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.