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 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

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

Lodestone Wealth Management's BBAG Position: Q2 2026 in Review

Lodestone Wealth Management increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 1.5% in Q2 2026, buying an estimated $92 and bringing the position to 138 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Lodestone Wealth Management first reported a position in BBAG in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.82M in Q4 2022. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Lodestone Wealth Management held 138 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $6.33K as of Q2 2026.
Lodestone Wealth Management bought 2 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $92.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #573 holding.
Lodestone Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2022 and has held it in 7 quarters since.
Lodestone Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.82M in Q4 2022.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.