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Shelter Mutual Insurance’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Shelter Mutual Insurance’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 		$478K Hold
10,400
– – 0.1% 57
2026
Q1 		$480K Hold
10,400
– – 0.11% 56
2025
Q4 		$483K Hold
10,400
– – 0.11% 55
2025
Q3 		$485K Hold
10,400
– – 0.11% 55
2025
Q2 		$480K Hold
10,400
– – 0.11% 55
2025
Q1 		$480K Hold
10,400
– – 0.12% 55
2024
Q4 		$470K Hold
10,400
– – 0.12% 55
2024
Q3 		$477K Hold
10,400
– – 0.11% 56
2024
Q2 		$472K Hold
10,400
– – 0.12% 56
2024
Q1 		$477K Hold
10,400
– – 0.12% 56
2023
Q4 		$484K Hold
10,400
– – 0.13% 56
2023
Q3 		$460K Hold
10,400
– – 0.13% 58
2023
Q2 		$480K Buy
+10,400
New +$485K 0.12% 64

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

Shelter Mutual Insurance's BBAG Position: Q2 2026 in Review

Shelter Mutual Insurance held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 10,400 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #57.

Shelter Mutual Insurance first reported a position in BBAG in Q2 2023 and has held it in 13 quarters since. The position peaked at $485K in Q3 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Shelter Mutual Insurance held 10,400 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $478K as of Q2 2026.
  • Shelter Mutual Insurance left its JPMorgan BetaBuilders US Aggregate Bond ETF share count unchanged in Q2 2026.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.1% of Shelter Mutual Insurance's portfolio in Q2 2026, its #57 holding.
  • Shelter Mutual Insurance first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Shelter Mutual Insurance's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $485K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.