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Shared Vision Wealth Group’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Shared Vision Wealth Group’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 		$217K Buy
+4,731
New +$217K 0.07% 108

Other funds holding BBAG

JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
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
AC
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shared Vision Wealth Group's BBAG Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) in Q2 2026: 4,731 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #108 among its holdings.

106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Shared Vision Wealth Group held 4,731 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $217K as of Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF was a new Shared Vision Wealth Group position in Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.07% of Shared Vision Wealth Group's portfolio in Q2 2026, its #108 holding.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.