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 Q3	$1.28M	Sell	29,242 -20,289	-41%	-$914K	0.07%	180
2026 Q2	$2.23M	Sell	49,531 -8,023	-14%	-$368K	0.13%	108
2026 Q1	$2.66M	Sell	57,554 -651	-1%	-$30.2K	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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Triad Wealth Partners's BBAG Position: Q3 2026 in Review

Triad Wealth Partners reduced its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 41% in Q3 2026, selling an estimated $914K and leaving 29,242 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #180.

Triad Wealth Partners first reported a position in BBAG in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2025. 32 funds tracked by Wall St. Rank hold BBAG as of Q3 2026.

Triad Wealth Partners held 29,242 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $1.28M as of Q3 2026.
Triad Wealth Partners sold 20,289 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q3 2026, an estimated $914K.
JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.07% of Triad Wealth Partners's portfolio in Q3 2026, its #180 holding.
Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Triad Wealth Partners's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $2.7M in Q4 2025.
32 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.