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Transamerica Financial Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Transamerica Financial Advisors’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 		$11K Sell
239
-17
-7% -$781 ﹤0.01% 975
2026
Q1 		$11.8K Sell
256
-3,501
-93% -$163K ﹤0.01% 887
2025
Q4 		$175K Sell
3,757
-2,081
-36% -$97.1K 0.01% 385
2025
Q3 		$272K Buy
+5,838
New +$270K 0.02% 290

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

Transamerica Financial Advisors's BBAG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 6.6% in Q2 2026, selling an estimated $781 and leaving 239 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Transamerica Financial Advisors first reported a position in BBAG in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q3 2025. 106 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Transamerica Financial Advisors held 239 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $11K as of Q2 2026.
  • Transamerica Financial Advisors sold 17 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $781.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #975 holding.
  • Transamerica Financial Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $272K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.