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

Plan Group Financial’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	$266K	Sell	6,017 -1,551	-20%	-$69.8K	0.05%	194
2026 Q2	$348K	Buy	7,568 +241	+3%	+$11.1K	0.07%	156
2026 Q1	$338K	Buy	7,327 +90	+1%	+$4.18K	0.08%	154
2025 Q4	$336K	Buy	7,237 +2,451	+51%	+$114K	0.09%	143
2025 Q3	$223K	Buy	+4,786	New	+$221K	0.06%	172

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Plan Group Financial's BBAG Position: Q3 2026 in Review

Plan Group Financial reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 20% in Q3 2026, selling an estimated $69.8K and leaving 6,017 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #194.

Plan Group Financial first reported a position in BBAG in Q3 2025 and has held it in 5 quarters since. The position peaked at $348K in Q2 2026. 34 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

Plan Group Financial held 6,017 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $266K as of Q3 2026.
Plan Group Financial sold 1,551 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $69.8K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.05% of Plan Group Financial's portfolio in Q3 2026, its #194 holding.
Plan Group Financial first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2025 and has held it in 5 quarters since.
Plan Group Financial's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $348K in Q2 2026.
34 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.