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Schear Investment Advisers’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Schear Investment Advisers’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 		$556K Buy
+12,687
New +$571K 0.07% 153

Other funds holding BBAG

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Schear Investment Advisers's BBAG Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q3 2026: 12,687 shares worth $556K. The stake represents 0.07% of the portfolio and ranks #153 among its holdings.

14 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

  • Schear Investment Advisers held 12,687 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $556K as of Q3 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF was a new Schear Investment Advisers position in Q3 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.07% of Schear Investment Advisers's portfolio in Q3 2026, its #153 holding.
  • 14 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.