Tradition Wealth Management’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Tradition Wealth Management’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	$20.7M	Buy	450,990 +44,614	+11%	+$2.05M	1.27%	19
2026 Q1	$18.8M	Buy	406,376 +195,133	+92%	+$9.07M	1.33%	19
2025 Q4	$9.81M	Buy	211,243 +11,366	+6%	+$530K	0.7%	36
2025 Q3	$9.33M	Buy	199,877 +175,351	+715%	+$8.1M	0.69%	37
2025 Q2	$1.13M	Buy	24,526 +3,760	+18%	+$172K	0.09%	169
2025 Q1	$958K	Buy	+20,766	New	+$946K	0.08%	175

Other funds holding BBAG

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tradition Wealth Management's BBAG Position: Q2 2026 in Review

Tradition Wealth Management increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 11% in Q2 2026, buying an estimated $2.05M and bringing the position to 450,990 shares worth $20.7M. The position accounts for 1.27% of the portfolio, ranked #19.

Tradition Wealth Management first reported a position in BBAG in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Tradition Wealth Management held 450,990 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $20.7M as of Q2 2026.
Tradition Wealth Management bought 44,614 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $2.05M.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 1.27% of Tradition Wealth Management's portfolio in Q2 2026, its #19 holding.
Tradition Wealth Management first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.