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MN Wealth Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

MN Wealth 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
Q2 		$606K Sell
13,182
-4,556
-26% -$209K 0.26% 67
2026
Q1 		$819K Buy
17,738
+2,429
+16% +$113K 0.4% 52
2025
Q4 		$711K Sell
15,309
-17
-0.1% -$793 0.36% 57
2025
Q3 		$715K Sell
15,326
-986
-6% -$45.5K 0.38% 56
2025
Q2 		$753K Sell
16,312
-718
-4% -$32.8K 0.44% 51
2025
Q1 		$785K Sell
17,030
-963
-5% -$43.9K 0.46% 49
2024
Q4 		$813K Sell
17,993
-8,070
-31% -$371K 0.46% 48
2024
Q3 		$1.23M Buy
26,063
+1,822
+8% +$84.9K 0.7% 32
2024
Q2 		$1.1M Sell
24,241
-2,177
-8% -$98.3K 0.64% 35
2024
Q1 		$1.21M Buy
26,418
+476
+2% +$21.8K 0.75% 29
2023
Q4 		$1.21M Buy
+25,942
New +$1.16M 0.83% 25

Other funds holding BBAG

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
AC
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
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MN Wealth Advisors's BBAG Position: Q2 2026 in Review

MN Wealth Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 26% in Q2 2026, selling an estimated $209K and leaving 13,182 shares worth $606K. The position accounts for 0.26% of the portfolio, ranked #67.

MN Wealth Advisors first reported a position in BBAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2024. 29 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • MN Wealth Advisors held 13,182 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $606K as of Q2 2026.
  • MN Wealth Advisors sold 4,556 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $209K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.26% of MN Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • MN Wealth Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.23M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.