RWB
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RMR Wealth Builders’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

RMR Wealth Builders’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
2025
Q3 		– Sell
-21,017
Closed -$970K – 284
2025
Q2 		$970K Buy
+21,017
New +$959K 0.09% 116

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Morgan Stanley
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

RMR Wealth Builders's BBAG Position: Q3 2025 in Review

RMR Wealth Builders sold out of JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2025, closing a stake of 21,017 shares — an estimated $970K sold.

RMR Wealth Builders first reported a position in BBAG in Q2 2025 and held it in 1 quarter. The position peaked at $970K in Q2 2025. 98 funds tracked by Wall St. Rank hold BBAG as of Q3 2025.

  • RMR Wealth Builders reported no remaining JPMorgan BetaBuilders US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 21,017 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2025, an estimated $970K.
  • RMR Wealth Builders first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • RMR Wealth Builders's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $970K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2025.

Based on RMR Wealth Builders's 13F filing for Q3 2025, filed 5 Nov 2025.