MN Wealth Advisors
BBAG icon

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
Q3 		$468K Sell
10,682
-2,500
-19% -$113K 0.19% 78
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

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
ACT Advisors
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
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

MN Wealth Advisors's BBAG Position: Q3 2026 in Review

MN Wealth Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 19% in Q3 2026, selling an estimated $113K and leaving 10,682 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #78.

MN Wealth Advisors first reported a position in BBAG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q3 2024. 31 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • MN Wealth Advisors held 10,682 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $468K as of Q3 2026.
  • MN Wealth Advisors sold 2,500 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $113K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.19% of MN Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • MN Wealth Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.23M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.