SBI Securities’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

SBI Securities’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 Q2	$414	Hold	9	–	–	﹤0.01%	3103
2026 Q1	$415	Sell	9 -1	-10%	-$46	﹤0.01%	2962
2025 Q4	$464	Sell	10 -2	-17%	-$93	﹤0.01%	2898
2025 Q3	$560	Buy	12 +5	+71%	+$231	﹤0.01%	2922
2025 Q2	$323	Buy	+7	New	+$319	﹤0.01%	3145
2025 Q1	–	Sell	-10	Closed	-$452	–	4133
2024 Q4	$452	Buy	+10	New	+$460	﹤0.01%	2929

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SBI Securities's BBAG Position: Q2 2026 in Review

SBI Securities held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 9 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

SBI Securities first reported a position in BBAG in Q4 2024 and has held it in 6 quarters since. The position peaked at $560 in Q3 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

SBI Securities held 9 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $414 as of Q2 2026.
SBI Securities left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3103 holding.
SBI Securities first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
SBI Securities's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $560 in Q3 2025.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.