SFC
BBAG icon

Strategic Financial Concepts’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Strategic Financial Concepts’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
Q1 		$1.26M Buy
27,294
+4,462
+20% +$207K 0.31% 80
2025
Q4 		$1.06M Buy
22,832
+16,015
+235% +$747K 0.97% 30
2025
Q3 		$318K Sell
6,817
-1,726
-20% -$79.7K 0.05% 183
2025
Q2 		$395K Sell
8,543
-22,289
-72% -$1.02M 0.06% 166
2025
Q1 		$1.42M Sell
30,832
-1,108
-3% -$50.5K 0.27% 79
2024
Q4 		$1.44M Buy
31,940
+23,219
+266% +$1.07M 0.28% 79
2024
Q3 		$413K Sell
8,721
-316,782
-97% -$14.8M 0.13% 143
2024
Q2 		$952K Buy
325,503
+303,191
+1,359% +$13.7M 0.55% 53
2024
Q1 		$1.02M Buy
+22,312
New +$1.02M 0.25% 91

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return