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Stephens Inc’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Stephens Inc’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 		$323K Hold
7,035
– – ﹤0.01% 1040
2026
Q1 		$325K Sell
7,035
-100
-1% -$4.65K ﹤0.01% 1006
2025
Q4 		$331K Sell
7,135
-650
-8% -$30.3K ﹤0.01% 999
2025
Q3 		$363K Hold
7,785
– – ﹤0.01% 963
2025
Q2 		$359K Sell
7,785
-2,840
-27% -$130K ﹤0.01% 947
2025
Q1 		$490K Sell
10,625
-3,350
-24% -$153K 0.01% 823
2024
Q4 		$631K Hold
13,975
– – 0.01% 752
2024
Q3 		$661K Sell
13,975
-5,030
-26% -$234K 0.01% 730
2024
Q2 		$863K Sell
19,005
-2,390
-11% -$108K 0.01% 633
2024
Q1 		$981K Buy
21,395
+765
+4% +$35.1K 0.02% 581
2023
Q4 		$960K Sell
20,630
-140
-0.7% -$6.26K 0.02% 544
2023
Q3 		$919K Buy
20,770
+620
+3% +$28.1K 0.02% 535
2023
Q2 		$931K Sell
20,150
-310
-2% -$14.4K 0.02% 572
2023
Q1 		$961K Hold
20,460
– – 0.02% 542
2022
Q4 		$937K Sell
20,460
-172
-0.8% -$7.85K 0.02% 520
2022
Q3 		$939K Sell
20,632
-345
-2% -$16.5K 0.02% 536
2022
Q2 		$1.01M Buy
20,977
+500
+2% +$24.2K 0.02% 516
2022
Q1 		$1.03M Sell
20,477
-400
-2% -$20.8K 0.02% 589
2021
Q4 		$1.13M Buy
20,877
+35
+0.2% +$1.89K 0.02% 594
2021
Q3 		$1.13M Buy
20,842
+825
+4% +$45.2K 0.02% 611
2021
Q2 		$1.09M Sell
20,017
-1
-0% -$54 0.02% 635
2021
Q1 		$1.07M Buy
20,018
+2,163
+12% +$118K 0.02% 598
2020
Q4 		$995K Buy
17,855
+107
+0.6% +$5.96K 0.02% 593
2020
Q3 		$992K Buy
17,748
+645
+4% +$36.2K 0.02% 556
2020
Q2 		$957K Sell
17,103
-50
-0.3% -$2.77K 0.02% 526
2020
Q1 		$926K Buy
17,153
+125
+0.7% +$6.73K 0.02% 479
2019
Q4 		$904K Buy
17,028
+2,075
+14% +$111K 0.02% 579
2019
Q3 		$802K Buy
+14,953
New +$797K 0.02% 616

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

Stephens Inc's BBAG Position: Q2 2026 in Review

Stephens Inc held its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) position steady in Q2 2026 at 7,035 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Stephens Inc first reported a position in BBAG in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.13M in Q3 2021. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Stephens Inc held 7,035 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $323K as of Q2 2026.
  • Stephens Inc 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 Stephens Inc's portfolio in Q2 2026, its #1040 holding.
  • Stephens Inc first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Stephens Inc's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $1.13M in Q3 2021.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.