Matthew Hamilton Rosenberg’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Matthew Hamilton Rosenberg’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	$1.05M	Buy	23,920 +20,855	+680%	+$939K	0.19%	63
2026 Q2	$141K	Buy	3,065 +79	+3%	+$3.63K	0.03%	298
2026 Q1	$138K	Sell	2,986 -113	-4%	-$5.25K	0.03%	274
2025 Q4	$144K	Sell	3,099 -24	-0.8%	-$1.12K	0.03%	269
2025 Q3	$146K	Sell	3,123 -376	-11%	-$17.4K	0.03%	258
2025 Q2	$162K	Buy	3,499 +1,522	+77%	+$69.5K	0.04%	236
2025 Q1	$91.2K	Buy	1,977 +496	+33%	+$22.6K	0.02%	333
2024 Q4	$66.9K	Buy	+1,481	New	+$68.1K	0.02%	373

Other funds holding BBAG

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

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

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

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's BBAG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 680% in Q3 2026, buying an estimated $939K and bringing the position to 23,920 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #63.

Matthew Hamilton Rosenberg first reported a position in BBAG in Q4 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

Matthew Hamilton Rosenberg held 23,920 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.05M as of Q3 2026.
Matthew Hamilton Rosenberg bought 20,855 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $939K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.19% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #63 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.