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Twin Peaks Wealth Advisors’s JPMorgan BetaBuilders US Aggregate Bond ETF BBAG Stock Holding History

Twin Peaks Wealth 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
Q1 		$538K Sell
11,656
-572
-5% -$26.6K 0.14% 103
2025
Q4 		$568K Sell
12,228
-571
-4% -$26.6K 0.17% 95
2025
Q3 		$597K Buy
12,799
+1,379
+12% +$63.7K 0.2% 87
2025
Q2 		$526K Buy
11,420
+1,406
+14% +$64.2K 0.17% 89
2025
Q1 		$456K Buy
10,014
+2,154
+27% +$98.2K 0.21% 88
2024
Q4 		$355K Sell
7,860
-1,246
-14% -$57.3K 0.15% 102
2024
Q3 		$431K Buy
9,106
+955
+12% +$44.5K 0.2% 81
2024
Q2 		$370K Buy
8,151
+895
+12% +$40.4K 0.18% 89
2024
Q1 		$333K Buy
7,256
+189
+3% +$8.67K 0.18% 92
2023
Q4 		$329K Buy
+7,067
New +$316K 0.21% 93

Other funds holding BBAG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return