Northwestern Mutual Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Northwestern Mutual Wealth Management’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	$6.25K	Buy	136 +43	+46%	+$1.98K	﹤0.01%	3296
2026 Q1	$4.29K	Hold	93	–	–	﹤0.01%	3368
2025 Q4	$4.32K	Sell	93 -9	-9%	-$420	﹤0.01%	3266
2025 Q3	$4.76K	Sell	102 -17	-14%	-$785	﹤0.01%	3162
2025 Q2	$5.49K	Buy	+119	New	+$5.43K	﹤0.01%	2982
2025 Q1	–	Sell	-148	Closed	-$6.69K	–	3676
2024 Q4	$6.69K	Sell	148 -36	-20%	-$1.66K	﹤0.01%	2868
2024 Q3	$8.71K	Buy	184 +167	+982%	+$7.79K	﹤0.01%	2731
2024 Q2	$772	Sell	17 -148	-90%	-$6.68K	﹤0.01%	3240
2024 Q1	$7.57K	Buy	+165	New	+$7.57K	﹤0.01%	2716
2022 Q2	–	Sell	-44	Closed	-$2K	–	3176
2022 Q1	$2K	Buy	+44	New	+$2.29K	﹤0.01%	2898
2021 Q2	–	Sell	-589	Closed	-$32K	–	2995
2021 Q1	$32K	Buy	+589	New	+$32.2K	﹤0.01%	1879

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 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management's BBAG Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 46% in Q2 2026, buying an estimated $1.98K and bringing the position to 136 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Northwestern Mutual Wealth Management first reported a position in BBAG in Q1 2021 and has held it in 11 quarters since. The position peaked at $32K in Q1 2021. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Northwestern Mutual Wealth Management held 136 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $6.25K as of Q2 2026.
Northwestern Mutual Wealth Management bought 43 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $1.98K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3296 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2021 and has held it in 11 quarters since.
Northwestern Mutual Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $32K in Q1 2021.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.