Pine Grove Financial Group
BBAG icon

Pine Grove Financial Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Pine Grove Financial Group’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 		$962K Sell
21,946
-32,687
-60% -$1.47M 0.09% 96
2026
Q2 		$2.46M Sell
54,633
-570
-1% -$26.2K 0.25% 61
2026
Q1 		$2.55M Sell
55,203
-3,270
-6% -$152K 0.3% 60
2025
Q4 		$2.71M Buy
+58,473
New +$2.73M 0.33% 54

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Pine Grove Financial Group's BBAG Position: Q3 2026 in Review

Pine Grove Financial Group reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 60% in Q3 2026, selling an estimated $1.47M and leaving 21,946 shares worth $962K. The position accounts for 0.09% of the portfolio, ranked #96.

Pine Grove Financial Group first reported a position in BBAG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q4 2025. 57 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Pine Grove Financial Group held 21,946 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $962K as of Q3 2026.
  • Pine Grove Financial Group sold 32,687 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $1.47M.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.09% of Pine Grove Financial Group's portfolio in Q3 2026, its #96 holding.
  • Pine Grove Financial Group first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.71M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.