Sunbelt Securities’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Sunbelt Securities’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	$26.8K	Sell	581 -130	-18%	-$6.04K	﹤0.01%	1206
2025 Q4	$33K	Hold	711	–	–	﹤0.01%	1112
2025 Q3	$33.2K	Hold	711	–	–	﹤0.01%	1112
2025 Q2	$32.1K	Hold	711	–	–	﹤0.01%	1044
2025 Q1	$32.8K	Hold	711	–	–	﹤0.01%	995
2024 Q4	$32.3K	Hold	711	–	–	﹤0.01%	1042
2024 Q3	$33.6K	Buy	711 +42	+6%	+$1.96K	﹤0.01%	1038
2024 Q2	$30.4K	Hold	669	–	–	﹤0.01%	1022
2024 Q1	$30.7K	Hold	669	–	–	﹤0.01%	988
2023 Q4	$31.1K	Buy	+669	New	+$29.9K	﹤0.01%	915

Other funds holding BBAG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunbelt Securities's BBAG Position: Q1 2026 in Review

Sunbelt Securities reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 18% in Q1 2026, selling an estimated $6.04K and leaving 581 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Sunbelt Securities first reported a position in BBAG in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.6K in Q3 2024. 112 funds tracked by Wall St. Rank hold BBAG as of Q1 2026.

Sunbelt Securities held 581 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $26.8K as of Q1 2026.
Sunbelt Securities sold 130 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q1 2026, an estimated $6.04K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1206 holding.
Sunbelt Securities first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Sunbelt Securities's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $33.6K in Q3 2024.
112 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.