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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $261M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return