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 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

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

Matthew Hamilton Rosenberg's BBAG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 2.6% in Q2 2026, buying an estimated $3.63K and bringing the position to 3,065 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #298.

Matthew Hamilton Rosenberg first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $162K in Q2 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Matthew Hamilton Rosenberg held 3,065 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $141K as of Q2 2026.
Matthew Hamilton Rosenberg bought 79 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $3.63K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #298 holding.
Matthew Hamilton Rosenberg first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $162K in Q2 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.