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

Perigon 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 Q3	–	Sell	-8,286	Closed	-$381K	–	1478
2026 Q2	$381K	Hold	8,286	–	–	0.01%	1007
2026 Q1	$382K	Sell	8,286 -10	-0.1%	-$465	0.01%	923
2025 Q4	$385K	Sell	8,296 -828	-9%	-$38.6K	0.01%	912
2025 Q3	$426K	Sell	9,124 -611	-6%	-$28.2K	0.01%	808
2025 Q2	$449K	Buy	9,735 +3,213	+49%	+$147K	0.01%	697
2025 Q1	$301K	Sell	6,522 -8,408	-56%	-$383K	0.01%	811
2024 Q4	$675K	Buy	+14,930	New	+$687K	0.02%	557

Other funds holding BBAG

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

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 Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Perigon Wealth Management's BBAG Position: Q3 2026 in Review

Perigon Wealth Management sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2026, closing a stake of 8,286 shares — an estimated $381K sold.

Perigon Wealth Management first reported a position in BBAG in Q4 2024 and held it in 7 quarters. The position peaked at $675K in Q4 2024. 31 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

Perigon Wealth Management reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 8,286 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $381K.
Perigon Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and held it in 7 quarters.
Perigon Wealth Management's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $675K in Q4 2024.
31 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.