Marks Group Wealth Management
BBAG icon

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

Marks Group 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 		$6.49M Buy
+148,170
New +$6.67M 0.57% 30

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Cambridge Investment Research Advisors
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Bailard
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Ascent Group
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Marks Group Wealth Management's BBAG Position: Q3 2026 in Review

Marks Group Wealth Management opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2026: 148,170 shares worth $6.49M. The stake represents 0.57% of the portfolio and ranks #30 among its holdings.

57 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Marks Group Wealth Management held 148,170 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $6.49M as of Q3 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF was a new Marks Group Wealth Management position in Q3 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.57% of Marks Group Wealth Management's portfolio in Q3 2026, its #30 holding.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.