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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
Q2 		$541K Buy
11,775
+119
+1% +$5.46K 0.12% 118
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 $1.81T 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

Twin Peaks Wealth Advisors's BBAG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) stake by 1% in Q2 2026, buying an estimated $5.46K and bringing the position to 11,775 shares worth $541K. The position accounts for 0.12% of the portfolio, ranked #118.

Twin Peaks Wealth Advisors first reported a position in BBAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $597K in Q3 2025. 107 funds tracked by Wall St. Rank hold BBAG as of Q2 2026.

  • Twin Peaks Wealth Advisors held 11,775 shares of JPMorgan BetaBuilders US Aggregate Bond ETF worth $541K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 119 JPMorgan BetaBuilders US Aggregate Bond ETF shares in Q2 2026, an estimated $5.46K.
  • JPMorgan BetaBuilders US Aggregate Bond ETF made up 0.12% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Twin Peaks Wealth Advisors first reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Twin Peaks Wealth Advisors's JPMorgan BetaBuilders US Aggregate Bond ETF position peaked at $597K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Aggregate Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.