Raymond James Financial
BBAG icon

Raymond James Financial’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Raymond James 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
Q1 		$1.14M Sell
24,707
-1,622
-6% -$75.4K ﹤0.01% 3763
2025
Q4 		$1.22M Buy
26,329
+6,741
+34% +$315K ﹤0.01% 3647
2025
Q3 		$914K Buy
19,588
+6,742
+52% +$311K ﹤0.01% 3741
2025
Q2 		$593K Sell
12,846
-3,282
-20% -$150K ﹤0.01% 3907
2025
Q1 		$744K Sell
16,128
-1,094
-6% -$49.9K ﹤0.01% 3685
2024
Q4 		$778K Buy
+17,222
New +$792K ﹤0.01% 3624

Other funds holding BBAG

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CCA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return