Mercer Global Advisors
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Mercer Global Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Mercer Global Advisors’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
Q1 		– Sell
-7,485
Closed -$347K – 3226
2025
Q4 		$347K Sell
7,485
-5,466
-42% -$255K ﹤0.01% 2118
2025
Q3 		$604K Sell
12,951
-3,517
-21% -$162K ﹤0.01% 1650
2025
Q2 		$760K Sell
16,468
-2,253
-12% -$103K ﹤0.01% 1348
2025
Q1 		$863K Sell
18,721
-8,094
-30% -$369K ﹤0.01% 1207
2024
Q4 		$1.21M Sell
26,815
-1,245
-4% -$57.3K ﹤0.01% 1018
2024
Q3 		$1.33M Sell
28,060
-2,964
-10% -$138K ﹤0.01% 908
2024
Q2 		$1.41M Sell
31,024
-2,476
-7% -$112K ﹤0.01% 825
2024
Q1 		$1.54M Sell
33,500
-6,470
-16% -$297K ﹤0.01% 804
2023
Q4 		$1.86M Sell
39,970
-14,003
-26% -$626K 0.01% 761
2023
Q3 		$2.39M Sell
53,973
-30,959
-36% -$1.4M 0.01% 646
2023
Q2 		$3.92M Sell
84,932
-3,263
-4% -$152K 0.02% 517
2023
Q1 		$4.14M Sell
88,195
-9,462
-10% -$441K 0.02% 474
2022
Q4 		$4.47M Sell
97,657
-3,740
-4% -$171K 0.02% 459
2022
Q3 		$4.61M Buy
101,397
+18,107
+22% +$864K 0.03% 398
2022
Q2 		$4M Sell
83,290
-17,064
-17% -$828K 0.02% 423
2022
Q1 		$5.07M Sell
100,354
-8,279
-8% -$431K 0.03% 379
2021
Q4 		$5.86M Sell
108,633
-136
-0.1% -$7.36K 0.04% 337
2021
Q3 		$5.9M Sell
108,769
-922
-0.8% -$50.5K 0.04% 310
2021
Q2 		$5.97M Buy
+109,691
New +$5.93M 0.05% 290

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors's BBAG Position: Q1 2026 in Review

Mercer Global Advisors sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q1 2026, closing a stake of 7,485 shares — an estimated $347K sold.

Mercer Global Advisors first reported a position in BBAG in Q2 2021 and held it in 19 quarters. The position peaked at $5.97M in Q2 2021. 112 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

  • Mercer Global Advisors reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 7,485 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $347K.
  • Mercer Global Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2021 and held it in 19 quarters.
  • Mercer Global Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $5.97M in Q2 2021.
  • 112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.