Triad Wealth Partners’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Triad Wealth Partners’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	$2.23M	Sell	49,531 -8,023	-14%	-$368K	0.13%	108
2026 Q1	$2.66M	Sell	57,554 -651	-1%	-$30.3K	0.21%	86
2025 Q4	$2.7M	Buy	58,205 +12,955	+29%	+$605K	0.26%	75
2025 Q3	$2.11M	Sell	45,250 -2,620	-5%	-$121K	0.27%	68
2025 Q2	$2.21M	Sell	47,870 -7,124	-13%	-$325K	0.45%	48
2025 Q1	$2.54M	Buy	54,994 +6,721	+14%	+$306K	0.79%	28
2024 Q4	$2.18M	Buy	+48,273	New	+$2.22M	0.79%	28

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

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 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

Triad Wealth Partners's BBAG Position: Q2 2026 in Review

Triad Wealth Partners reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 14% in Q2 2026, selling an estimated $368K and leaving 49,531 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #108.

Triad Wealth Partners first reported a position in BBAG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

Triad Wealth Partners held 49,531 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $2.23M as of Q2 2026.
Triad Wealth Partners sold 8,023 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $368K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.13% of Triad Wealth Partners's portfolio in Q2 2026, its #108 holding.
Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Triad Wealth Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.7M in Q4 2025.
107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.