Lodestone Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Lodestone Wealth Management’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 Q3	$5.79K	Sell	132 -6	-4%	-$270	﹤0.01%	598
2026 Q2	$6.33K	Buy	138 +2	+1%	+$92	﹤0.01%	573
2026 Q1	$6.29K	Buy	136 +1	+0.7%	+$46	﹤0.01%	560
2025 Q4	$6.25K	Buy	+135	New	+$6.3K	﹤0.01%	559
2023 Q4	–	Sell	-4,850	Closed	-$215K	–	142
2023 Q3	$215K	Sell	4,850 -112	-2%	-$5.08K	0.15%	125
2023 Q2	$229K	Sell	4,962 -18	-0.4%	-$839	0.16%	125
2023 Q1	$234K	Sell	4,980 -56,601	-92%	-$2.64M	0.18%	121
2022 Q4	$2.82M	Buy	+61,581	New	+$2.81M	2.27%	8

Other funds holding BBAG

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Lodestone Wealth Management's BBAG Position: Q3 2026 in Review

Lodestone Wealth Management reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 4.3% in Q3 2026, selling an estimated $270 and leaving 132 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Lodestone Wealth Management first reported a position in BBAG in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.82M in Q4 2022. 14 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

Lodestone Wealth Management held 132 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $5.79K as of Q3 2026.
Lodestone Wealth Management sold 6 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $270.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #598 holding.
Lodestone Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Lodestone Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.82M in Q4 2022.
14 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.